Elevate Wealth Advisory’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$453K Sell
2025
Q2
$671K Buy
2025
Q1
$669K Buy
2024
Q4
$576K Buy
2024
Q3
$667K Sell
2024
Q2
$636K Buy
2024
Q1
$221K Sell
2023
Q4
$212K Buy