CPWM
Cypress Point Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $961K | Buy |
13,578
+67
| +0.5% | +$4.74K | 0.23% | 43 |
|
|
2025
Q1 | $968K | Hold |
13,511
| – | – | 0.31% | 41 |
|
|
2024
Q4 | $841K | Sell |
13,511
-623
| -4% | -$38.8K | 0.26% | 45 |
|
|
2024
Q3 | $1.02M | Buy |
14,134
+403
| +3% | +$29K | 0.4% | 41 |
|
|
2024
Q2 | $874K | Buy |
13,731
+223
| +2% | +$14.2K | 0.41% | 42 |
|
|
2024
Q1 | $826K | Buy |
13,508
+373
| +3% | +$22.8K | 0.42% | 42 |
|
|
2023
Q4 | $774K | Buy |
13,135
+392
| +3% | +$23.1K | 0.58% | 36 |
|
|
2023
Q3 | $713K | Buy |
12,743
+85
| +0.7% | +$4.76K | 0.63% | 34 |
|
|
2023
Q2 | $762K | Buy |
12,658
+79
| +0.6% | +$4.76K | 0.81% | 26 |
|
|
2023
Q1 | $780K | Buy |
12,579
+275
| +2% | +$17.1K | 1.1% | 21 |
|
|
2022
Q4 | $783K | Buy |
12,304
+179
| +1% | +$11.4K | 1.23% | 23 |
|
|
2022
Q3 | $679K | Buy |
12,125
+64
| +0.5% | +$3.58K | 1.26% | 18 |
|
|
2022
Q2 | $759K | Buy |
12,061
+24
| +0.2% | +$1.51K | 1.33% | 18 |
|
|
2022
Q1 | $746K | Hold |
12,037
| – | – | 0.76% | 23 |
|
|
2021
Q4 | $713K | Buy |
12,037
+50
| +0.4% | +$2.96K | 0.66% | 20 |
|
|
2021
Q3 | $629K | Buy |
11,987
+26
| +0.2% | +$1.36K | 0.45% | 21 |
|
|
2021
Q2 | $647K | Buy |
11,961
+25
| +0.2% | +$1.35K | 0.46% | 20 |
|
|
2021
Q1 | $629K | Sell |
11,936
-7,618
| -39% | -$401K | 0.65% | 13 |
|
|
2020
Q4 | $1.07M | Buy |
+19,554
| New | +$1.07M | 1.63% | 13 |
|