Cypress Capital’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-300
| Closed | -$19.1K | – | 225 |
|
2024
Q2 | $19.1K | Buy |
+300
| New | +$19.1K | ﹤0.01% | 154 |
|
2022
Q3 | – | Sell |
-76,646
| Closed | -$4.82M | – | 140 |
|
2022
Q2 | $4.82M | Sell |
76,646
-4,365
| -5% | -$275K | 0.69% | 34 |
|
2022
Q1 | $5.02M | Sell |
81,011
-1,270
| -2% | -$78.7K | 0.62% | 35 |
|
2021
Q4 | $4.87M | Hold |
82,281
| – | – | 0.56% | 37 |
|
2021
Q3 | $4.32M | Buy |
+82,281
| New | +$4.32M | 0.55% | 36 |
|