Evergreen Private Wealth’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 | $3.33K | Buy |
+47
| New | +$3.33K | ﹤0.01% | 214 |
|
|
2024
Q4 | – | Sell |
-1
| Closed | -$42 | – | 209 |
|
|
2024
Q3 | $42 | Sell |
1
-2,998
| -100% | -$126K | ﹤0.01% | 210 |
|
|
2024
Q2 | $191K | Sell |
2,999
-6
| -0.2% | -$382 | 0.09% | 69 |
|
|
2024
Q1 | $184K | Buy |
3,005
+541
| +22% | +$33.1K | 0.09% | 75 |
|
|
2023
Q4 | $145K | Buy |
+2,464
| New | +$145K | 0.08% | 76 |
|