CYPRESS POINT WEALTH MANAGEMENT, LLC – The Coca-Cola Company Transaction History
CYPRESS POINT WEALTH MANAGEMENT, LLC portfolio value:
$679,000
portfolio value
CYPRESS POINT 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 | Increase | +0.53% | 64 shares | -80K | $56.02 | 12.12K |
| Q2 2022 | share | Increase | +0.20% | 24 shares | 13K | $62.91 | 12.06K |
| Q1 2022 | share | 0.00% | 0 shares | 33K | $62 | 12.03K | |
| Q4 2021 | share | Increase | +0.42% | 50 shares | 84K | $58.78 | 12.03K |
| Q3 2021 | share | Increase | +0.22% | 26 shares | -18K | $52.05 | 11.98K |
| Q2 2021 | share | Increase | +0.21% | 25 shares | 18K | $53.28 | 11.96K |
| Q1 2021 | share | Decrease | -38.96% | -7.61K shares | -444K | $51.51 | 11.93K |
| Q4 2020 | share | Increase | 0.00% | 19.55K shares | 1.07M | $53.15 | 19.55K |