OAM
Optimal Asset Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3.19M | Hold |
60,712
| – | – | 0.4% | 89 |
|
|
2021
Q2 | $3.29M | Hold |
60,712
| – | – | 0.39% | 88 |
|
|
2021
Q1 | $3.2M | Sell |
60,712
-13,500
| -18% | -$712K | 0.42% | 78 |
|
|
2020
Q4 | $4.07M | Sell |
74,212
-19
| -0% | -$1.04K | 0.58% | 34 |
|
|
2020
Q3 | $3.67M | Sell |
74,231
-5,901
| -7% | -$291K | 0.53% | 48 |
|
|
2020
Q2 | $3.58M | Sell |
80,132
-55,174
| -41% | -$2.46M | 0.58% | 35 |
|
|
2020
Q1 | $5.99K | Buy |
135,306
+83,402
| +161% | +$3.69K | 0.56% | 36 |
|
|
2019
Q4 | $2.87M | Buy |
+51,904
| New | +$2.87M | 0.44% | 62 |
|