Elevation Wealth Partners’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 | $10.7K | Hold |
151
| – | – | ﹤0.01% | 365 |
|
|
2025
Q1 | $10.8K | Hold |
151
| – | – | ﹤0.01% | 364 |
|
|
2024
Q4 | $9.43K | Hold |
151
| – | – | ﹤0.01% | 372 |
|
|
2024
Q3 | $10.9K | Hold |
151
| – | – | ﹤0.01% | 351 |
|
|
2024
Q2 | $9.63K | Hold |
151
| – | – | ﹤0.01% | 349 |
|
|
2024
Q1 | $9.26K | Sell |
151
-319
| -68% | -$19.6K | ﹤0.01% | 360 |
|
|
2023
Q4 | $26.3K | Buy |
470
+320
| +213% | +$17.9K | 0.02% | 261 |
|
|
2023
Q3 | $8.43K | Hold |
150
| – | – | 0.01% | 254 |
|
|
2023
Q2 | $9.06K | Hold |
150
| – | – | 0.01% | 258 |
|
|
2023
Q1 | $9.33K | Buy |
+150
| New | +$9.33K | 0.01% | 265 |
|