Elevation Wealth Partners’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 | $20.8K | Buy |
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|
2025
Q2 | $10.7K | Hold |
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|
2025
Q1 | $10.8K | Hold |
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|
2024
Q4 | $9.43K | Hold |
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|
2024
Q3 | $10.9K | Hold |
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|
2024
Q2 | $9.63K | Hold |
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|
2024
Q1 | $9.26K | Sell |
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|
2023
Q4 | $26.3K | Buy |
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|
2023
Q3 | $8.43K | Hold |
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|
2023
Q2 | $9.06K | Hold |
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|
2023
Q1 | $9.33K | Buy |
|