BWM
BKM Wealth Management’s Coca-Cola Europacific Partners CCEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $619K | Sell |
6,681
-1,153
| -15% | -$107K | 0.24% | 96 |
|
|
2025
Q1 | $682K | Buy |
7,834
+124
| +2% | +$10.8K | 0.28% | 86 |
|
|
2024
Q4 | $592K | Sell |
7,710
-732
| -9% | -$56.2K | 0.24% | 95 |
|
|
2024
Q3 | $665K | Sell |
8,442
-3,373
| -29% | -$266K | 0.27% | 91 |
|
|
2024
Q2 | $509K | Buy |
11,815
+4,663
| +65% | +$201K | 0.24% | 107 |
|
|
2024
Q1 | $500K | Buy |
7,152
+1,720
| +32% | +$120K | 0.22% | 109 |
|
|
2023
Q4 | $363K | Buy |
+5,432
| New | +$363K | 0.15% | 117 |
|