EverSource Wealth Advisors’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
Q2 | $1.84M | Sell |
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|
2025
Q1 | $1.87M | Buy |
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|
2024
Q4 | $1.01M | Buy |
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|
2024
Q3 | $1.11M | Buy |
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|
2024
Q2 | $867K | Buy |
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|
2024
Q1 | $767K | Buy |
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|
2023
Q4 | $630K | Buy |
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|
2023
Q3 | $547K | Sell |
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|
2023
Q2 | $713K | Buy |
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|
2023
Q1 | $705K | Sell |
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|
2022
Q4 | $847K | Sell |
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|
2022
Q3 | $878K | Sell |
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|
2022
Q2 | $1.16M | Buy |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $697K | Buy |
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