Security Asset Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $358K | Hold |
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|
2022
Q4 | $367K | Buy |
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|
2022
Q3 | $202K | Sell |
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|
2022
Q2 | $326K | Buy |
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|
2022
Q1 | $296K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $348K | Hold |
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|
2021
Q2 | $359K | Hold |
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|
2021
Q1 | $349K | Buy |
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|
2020
Q4 | $254K | Buy |
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|
2020
Q3 | $140K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $126K | Hold |
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|
2019
Q4 | $157K | Hold |
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|
2019
Q3 | $155K | Sell |
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|
2019
Q2 | $163K | Sell |
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|
2019
Q1 | $225K | Hold |
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|
2018
Q4 | $228K | Hold |
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|
2018
Q3 | $222K | Hold |
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|
2018
Q2 | $211K | Hold |
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|
2018
Q1 | $209K | Hold |
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|
2017
Q4 | $221K | Hold |
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|
2017
Q3 | $216K | Hold |
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|
2017
Q2 | $216K | Sell |
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|
2017
Q1 | $228K | Hold |
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|
2016
Q4 | $223K | Hold |
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|
2016
Q3 | $228K | Hold |
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|
2016
Q2 | $244K | Hold |
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|
2016
Q1 | $250K | Hold |
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|
2015
Q4 | $231K | Sell |
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|
2015
Q3 | $409K | Hold |
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|
2015
Q2 | $399K | Sell |
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|
2015
Q1 | $423K | Hold |
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|
2014
Q4 | $440K | Buy |
|