Everhart Financial Group’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 | $2.19M | Buy |
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|
2025
Q3 | $1.67M | Sell |
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|
2025
Q2 | $1.8M | Buy |
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|
2025
Q1 | $1.71M | Buy |
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|
2024
Q4 | $1.24M | Sell |
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|
2024
Q3 | $1.49M | Buy |
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|
2024
Q2 | $1.11M | Buy |
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|
2024
Q1 | $900K | Buy |
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|
2023
Q4 | $641K | Sell |
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|
2023
Q3 | $770K | Sell |
|
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|
2023
Q2 | $833K | Buy |
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|
2023
Q1 | $791K | Buy |
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|
2022
Q4 | $582K | Sell |
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|
2022
Q3 | $603K | Buy |
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|
2022
Q2 | $634K | Buy |
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|
2022
Q1 | $525K | Buy |
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|
2021
Q4 | $315K | Buy |
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