EWA
EverSource Wealth Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Sell |
26,033
-100
| -0.4% | -$7.08K | 0.08% | 175 |
|
|
2025
Q1 | $1.87M | Buy |
26,133
+9,977
| +62% | +$715K | 0.1% | 158 |
|
|
2024
Q4 | $1.01M | Buy |
16,156
+677
| +4% | +$42.1K | 0.06% | 245 |
|
|
2024
Q3 | $1.11M | Buy |
15,479
+2,487
| +19% | +$179K | 0.07% | 204 |
|
|
2024
Q2 | $867K | Buy |
12,992
+573
| +5% | +$38.2K | 0.06% | 234 |
|
|
2024
Q1 | $767K | Buy |
12,419
+1,722
| +16% | +$106K | 0.06% | 218 |
|
|
2023
Q4 | $630K | Buy |
10,697
+925
| +9% | +$54.5K | 0.06% | 217 |
|
|
2023
Q3 | $547K | Sell |
9,772
-2,060
| -17% | -$115K | 0.06% | 219 |
|
|
2023
Q2 | $713K | Buy |
11,832
+472
| +4% | +$28.4K | 0.08% | 196 |
|
|
2023
Q1 | $705K | Sell |
11,360
-1,951
| -15% | -$121K | 0.09% | 175 |
|
|
2022
Q4 | $847K | Sell |
13,311
-2,374
| -15% | -$151K | 0.13% | 133 |
|
|
2022
Q3 | $878K | Sell |
15,685
-2,702
| -15% | -$151K | 0.2% | 97 |
|
|
2022
Q2 | $1.16M | Buy |
18,387
+1,768
| +11% | +$111K | 0.3% | 58 |
|
|
2022
Q1 | $1.03M | Buy |
16,619
+4,838
| +41% | +$300K | 0.26% | 66 |
|
|
2021
Q4 | $697K | Buy |
+11,781
| New | +$697K | 0.2% | 89 |
|