XCEL WEALTH MANAGEMENT, LLC – The Coca-Cola Company Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$2.34M
portfolio value
XCEL WEALTH MANAGEMENT, 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 | 0.00% | 0 shares | -288K | $56.02 | 41.87K | |
| Q2 2022 | share | Decrease | -7.50% | -3.39K shares | -172K | $62.91 | 41.87K |
| Q1 2022 | share | Decrease | -2.45% | -1.13K shares | 58K | $62 | 45.26K |
| Q4 2021 | share | Increase | +0.01% | 5 shares | 313K | $58.78 | 46.40K |
| Q3 2021 | share | 0.00% | 0 shares | -76K | $52.05 | 46.39K | |
| Q2 2021 | share | 0.00% | 0 shares | 65K | $53.28 | 46.39K | |
| Q1 2021 | share | Increase | +131.55% | 26.36K shares | 1.34M | $51.51 | 46.39K |
| Q4 2020 | share | Increase | +4.16% | 800 shares | 149K | $53.15 | 20.03K |
| Q3 2020 | share | Increase | +19.84% | 3.18K shares | 232K | $47.47 | 19.23K |
| Q2 2020 | share | Increase | 0.00% | 16.05K shares | 717K | $42.62 | 16.05K |