Elevated Capital Advisors’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
Q4
$30.4K Buy
2023
Q3
Sell
2023
Q2
$1.29M Buy
2023
Q1
$1.3M Buy
2022
Q4
$1.33M Buy
2022
Q3
$1.12M Buy
2022
Q1
$1.11M Buy
2021
Q3
$802K Buy
2021
Q1
$719K Sell
2020
Q4
$728K Sell
2020
Q3
$774K Sell
2020
Q2
$766K Buy
2019
Q4
$416K Buy
2019
Q1
$822K Buy