SUMMIT FINANCIAL WEALTH ADVISORS, LLC – The Coca-Cola Company Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$208,000
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-10.95%
quarter
The Coca-Cola Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -9.98% | -387 shares | -33K | $56.02 | 3.48K |
| Q2 2022 | share | Increase | +11.12% | 388 shares | 25K | $62.91 | 3.87K |
| Q1 2022 | share | Decrease | -11.02% | -432 shares | -20K | $62 | 3.48K |
| Q4 2021 | share | Increase | +0.10% | 4 shares | 31K | $58.78 | 3.92K |
| Q3 2021 | share | Increase | 0.00% | 3.91K shares | 205K | $52.05 | 3.91K |