HERITAGE WEALTH MANAGEMENT, LLC – Coca-Cola Consolidated, Inc. Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$220,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-26.99%
quarter
Coca-Cola Consolidated, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.48% | 18 shares | -71.57K | $411.73 | 535 |
| Q2 2022 | share | Decrease | -36.01% | -291 shares | -109.42K | $563.9 | 517 |
| Q1 2022 | share | Increase | +79.56% | 358 shares | 224K | $496.85 | 808 |
| Q3 2021 | share | Increase | +18.42% | 70 shares | 24K | $393.93 | 450 |
| Q2 2021 | share | Increase | +65.22% | 150 shares | 87K | $401.63 | 380 |
| Q1 2021 | share | Increase | 0.00% | 230 shares | 66K | $288.19 | 230 |