CWS
Cypress Wealth Services’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $735K | Buy |
10,395
+1,166
| +13% | +$82.5K | 0.13% | 126 |
|
|
2025
Q1 | $661K | Sell |
9,229
-90
| -1% | -$6.45K | 0.13% | 127 |
|
|
2024
Q4 | $580K | Buy |
9,319
+395
| +4% | +$24.6K | 0.12% | 135 |
|
|
2024
Q3 | $641K | Buy |
8,924
+179
| +2% | +$12.9K | 0.13% | 117 |
|
|
2024
Q2 | $557K | Buy |
8,745
+80
| +0.9% | +$5.09K | 0.12% | 128 |
|
|
2024
Q1 | $530K | Sell |
8,665
-822
| -9% | -$50.3K | 0.12% | 136 |
|
|
2023
Q4 | $559K | Sell |
9,487
-181
| -2% | -$10.7K | 0.14% | 131 |
|
|
2023
Q3 | $541K | Sell |
9,668
-168
| -2% | -$9.41K | 0.15% | 123 |
|
|
2023
Q2 | $598K | Buy |
9,836
+1,197
| +14% | +$72.8K | 0.16% | 111 |
|
|
2023
Q1 | $536K | Sell |
8,639
-46
| -0.5% | -$2.85K | 0.16% | 113 |
|
|
2022
Q4 | $552K | Buy |
8,685
+98
| +1% | +$6.23K | 0.18% | 105 |
|
|
2022
Q3 | $468K | Sell |
8,587
-38
| -0.4% | -$2.07K | 0.16% | 118 |
|
|
2022
Q2 | $543K | Buy |
8,625
+1,830
| +27% | +$115K | 0.17% | 106 |
|
|
2022
Q1 | $421K | Buy |
6,795
+951
| +16% | +$58.9K | 0.11% | 140 |
|
|
2021
Q4 | $346K | Sell |
5,844
-1,843
| -24% | -$109K | 0.09% | 160 |
|
|
2021
Q3 | $403K | Sell |
7,687
-2,415
| -24% | -$127K | 0.12% | 135 |
|
|
2021
Q2 | $547K | Buy |
10,102
+44
| +0.4% | +$2.38K | 0.15% | 116 |
|
|
2021
Q1 | $530K | Sell |
10,058
-845
| -8% | -$44.5K | 0.11% | 146 |
|
|
2020
Q4 | $598K | Buy |
+10,903
| New | +$598K | 0.13% | 119 |
|
|
2020
Q3 | – | Sell |
-98,975
| Closed | -$4.42M | – | 139 |
|
|
2020
Q2 | $4.42M | Buy |
98,975
+279
| +0.3% | +$12.5K | 1.05% | 22 |
|
|
2020
Q1 | $4.37M | Sell |
98,696
-654
| -0.7% | -$28.9K | 1.29% | 16 |
|
|
2019
Q4 | $5.5M | Sell |
99,350
-203
| -0.2% | -$11.2K | 1.39% | 17 |
|
|
2019
Q3 | $5.42M | Buy |
99,553
+404
| +0.4% | +$22K | 1.49% | 14 |
|
|
2019
Q2 | $5.05M | Buy |
99,149
+1,113
| +1% | +$56.7K | 1.46% | 17 |
|
|
2019
Q1 | $4.59M | Buy |
98,036
+1,066
| +1% | +$50K | 1.45% | 18 |
|
|
2018
Q4 | $4.59M | Sell |
96,970
-975
| -1% | -$46.2K | 1.82% | 13 |
|
|
2018
Q3 | $4.52M | Sell |
97,945
-325
| -0.3% | -$15K | 1.62% | 17 |
|
|
2018
Q2 | $4.31M | Buy |
98,270
+3,688
| +4% | +$162K | 1.64% | 17 |
|
|
2018
Q1 | $4.11M | Sell |
94,582
-1,386
| -1% | -$60.2K | 1.75% | 15 |
|
|
2017
Q4 | $4.4M | Buy |
+95,968
| New | +$4.4M | 1.83% | 13 |
|