Cypress Wealth Services’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 | $677K | Sell |
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|
2025
Q2 | $735K | Buy |
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|
2025
Q1 | $661K | Sell |
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|
2024
Q4 | $580K | Buy |
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|
2024
Q3 | $641K | Buy |
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|
2024
Q2 | $557K | Buy |
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|
2024
Q1 | $530K | Sell |
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|
2023
Q4 | $559K | Sell |
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|
2023
Q3 | $541K | Sell |
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|
2023
Q2 | $598K | Buy |
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|
2023
Q1 | $536K | Sell |
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|
2022
Q4 | $552K | Buy |
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|
2022
Q3 | $468K | Sell |
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|
2022
Q2 | $543K | Buy |
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|
2022
Q1 | $421K | Buy |
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|
2021
Q4 | $346K | Sell |
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|
2021
Q3 | $403K | Sell |
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|
2021
Q2 | $547K | Buy |
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|
2021
Q1 | $530K | Sell |
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|
2020
Q4 | $598K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $4.42M | Buy |
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|
2020
Q1 | $4.37M | Sell |
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|
2019
Q4 | $5.5M | Sell |
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|
2019
Q3 | $5.42M | Buy |
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|
2019
Q2 | $5.05M | Buy |
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|
2019
Q1 | $4.59M | Buy |
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|
2018
Q4 | $4.59M | Sell |
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|
2018
Q3 | $4.52M | Sell |
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|
2018
Q2 | $4.31M | Buy |
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|
2018
Q1 | $4.11M | Sell |
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|
2017
Q4 | $4.4M | Buy |
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