CWS Financial 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
Q3 | $510K | Buy |
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|
2025
Q2 | $535K | Sell |
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|
2025
Q1 | $554K | Hold |
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|
2024
Q4 | $482K | Buy |
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|
2024
Q3 | $553K | Buy |
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|
2024
Q2 | $445K | Buy |
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|
2024
Q1 | $427K | Sell |
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|
2023
Q4 | $643K | Buy |
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|
2023
Q3 | $609K | Sell |
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|
2023
Q2 | $758K | Buy |
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|
2023
Q1 | $687K | Buy |
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|
2022
Q4 | $550K | Sell |
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|
2022
Q3 | $619K | Sell |
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|
2022
Q2 | $729K | Buy |
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|
2022
Q1 | $655K | Sell |
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|
2021
Q4 | $632K | Buy |
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|
2021
Q2 | $562K | Sell |
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|
2021
Q1 | $550K | Sell |
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|
2020
Q4 | $597K | Buy |
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|
2020
Q3 | $474K | Buy |
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|
2020
Q2 | $429K | Sell |
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|
2020
Q1 | $542K | Hold |
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|
2019
Q4 | $542K | Buy |
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