CWS Financial Advisors’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 | $535K | Sell |
7,568
-171
| -2% | -$12.1K | 0.16% | 78 |
|
|
2025
Q1 | $554K | Hold |
7,739
| – | – | 0.18% | 68 |
|
|
2024
Q4 | $482K | Buy |
7,739
+45
| +0.6% | +$2.8K | 0.16% | 73 |
|
|
2024
Q3 | $553K | Buy |
7,694
+706
| +10% | +$50.7K | 0.2% | 58 |
|
|
2024
Q2 | $445K | Buy |
6,988
+13
| +0.2% | +$827 | 0.18% | 65 |
|
|
2024
Q1 | $427K | Sell |
6,975
-3,928
| -36% | -$240K | 0.17% | 65 |
|
|
2023
Q4 | $643K | Buy |
10,903
+25
| +0.2% | +$1.47K | 0.24% | 62 |
|
|
2023
Q3 | $609K | Sell |
10,878
-1,702
| -14% | -$95.3K | 0.24% | 63 |
|
|
2023
Q2 | $758K | Buy |
12,580
+1,513
| +14% | +$91.1K | 0.29% | 55 |
|
|
2023
Q1 | $687K | Buy |
11,067
+641
| +6% | +$39.8K | 0.27% | 60 |
|
|
2022
Q4 | $550K | Sell |
10,426
-624
| -6% | -$32.9K | 0.24% | 69 |
|
|
2022
Q3 | $619K | Sell |
11,050
-542
| -5% | -$30.4K | 0.3% | 60 |
|
|
2022
Q2 | $729K | Buy |
11,592
+1,022
| +10% | +$64.3K | 0.33% | 53 |
|
|
2022
Q1 | $655K | Sell |
10,570
-100
| -0.9% | -$6.2K | 0.25% | 71 |
|
|
2021
Q4 | $632K | Buy |
+10,670
| New | +$632K | 0.22% | 75 |
|
|
2021
Q2 | $562K | Sell |
10,385
-41
| -0.4% | -$2.22K | 0.22% | 72 |
|
|
2021
Q1 | $550K | Sell |
10,426
-456
| -4% | -$24.1K | 0.24% | 69 |
|
|
2020
Q4 | $597K | Buy |
10,882
+1,289
| +13% | +$70.7K | 0.35% | 58 |
|
|
2020
Q3 | $474K | Buy |
9,593
+2
| +0% | +$99 | 0.32% | 65 |
|
|
2020
Q2 | $429K | Sell |
9,591
-201
| -2% | -$8.99K | 0.31% | 71 |
|
|
2020
Q1 | $542K | Hold |
9,792
| – | – | 0.4% | 48 |
|
|
2019
Q4 | $542K | Buy |
+9,792
| New | +$542K | 0.4% | 49 |
|