Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$496,694.60
% of Total Estimate Gain
23.48%

OneAscent Wealth Management LLC's Coca-Cola Consolidated Inc Holding Summary

As of 2025-03-31, OneAscent Wealth Management LLC held - shares of Coca-Cola Consolidated Inc(COKE), totaling N/A. This investment constitutes 0% of their stock portfolio, and OneAscent Wealth Management LLC now holds 0% of the outstanding Coca-Cola Consolidated Inc(COKE) stock.

The initial trade took place in 2020Q4. And since then OneAscent Wealth Management LLC has made 5 purchases of COKE, at an average price of $67.37, for a total of 31,400.00 shares. In addition, there have been 4 sales at an average price of $83.19 for 31,400.00 shares. Based on historical transaction data and COKE's current price of $113.95, OneAscent Wealth Management LLC's estimated gain on his COKE holdings is $496,694.60, reflecting a 23.48% gain to date.

OneAscent Wealth Management LLC COKE ($113.95) Holding Chart

OneAscent Wealth Management LLC COKE ($113.95) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1