Elevate Wealth Advisory’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $671K | Buy |
9,415
+141
| +2% | +$10K | 0.48% | 38 |
|
|
2025
Q1 | $669K | Buy |
9,274
+19
| +0.2% | +$1.37K | 0.47% | 38 |
|
|
2024
Q4 | $576K | Buy |
9,255
+37
| +0.4% | +$2.3K | 0.43% | 41 |
|
|
2024
Q3 | $667K | Sell |
9,218
-698
| -7% | -$50.5K | 0.5% | 35 |
|
|
2024
Q2 | $636K | Buy |
9,916
+6,339
| +177% | +$407K | 0.52% | 34 |
|
|
2024
Q1 | $221K | Sell |
3,577
-23
| -0.6% | -$1.42K | 0.19% | 58 |
|
|
2023
Q4 | $212K | Buy |
+3,600
| New | +$212K | 0.19% | 57 |
|