AAMC
Asset Allocation & Management Company’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,505
| Closed | -$211K | – | 57 |
|
|
2023
Q2 | $211K | Sell |
3,505
-11,130
| -76% | -$670K | 0.08% | 61 |
|
|
2023
Q1 | $908K | Hold |
14,635
| – | – | 0.36% | 33 |
|
|
2022
Q4 | $931K | Sell |
14,635
-4,664
| -24% | -$297K | 0.36% | 38 |
|
|
2022
Q3 | $1.08M | Hold |
19,299
| – | – | 0.44% | 34 |
|
|
2022
Q2 | $1.21M | Hold |
19,299
| – | – | 0.51% | 28 |
|
|
2022
Q1 | $1.2M | Hold |
19,299
| – | – | 0.43% | 42 |
|
|
2021
Q4 | $1.14M | Buy |
+19,299
| New | +$1.14M | 0.39% | 40 |
|