SAMT
Select Asset Management & Trust’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-13,790
| Closed | -$727K | – | 69 |
|
|
2021
Q1 | $727K | Buy |
+13,790
| New | +$727K | 0.48% | 27 |
|
|
2014
Q3 | – | Sell |
-41,790
| Closed | -$1.77M | – | 47 |
|
|
2014
Q2 | $1.77M | Hold |
41,790
| – | – | 1.67% | 19 |
|
|
2014
Q1 | $1.62M | Hold |
41,790
| – | – | 1.51% | 21 |
|
|
2013
Q4 | $1.73M | Buy |
+41,790
| New | +$1.73M | 1.55% | 19 |
|