Cary Street Partners Investment Advisory’s Coca-Cola Europacific Partners CCEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,924
| Closed | -$230K | – | 535 |
|
|
2024
Q3 | $230K | Buy |
+2,924
| New | +$230K | 0.01% | 687 |
|
|
2023
Q4 | – | Sell |
-29
| Closed | -$1.81K | – | 802 |
|
|
2023
Q3 | $1.81K | Hold |
29
| – | – | ﹤0.01% | 1673 |
|
|
2023
Q2 | $1.87K | Hold |
29
| – | – | ﹤0.01% | 1601 |
|
|
2023
Q1 | $1.72K | Hold |
29
| – | – | ﹤0.01% | 1518 |
|
|
2022
Q4 | $1.6K | Buy |
+29
| New | +$1.6K | ﹤0.01% | 1533 |
|
|
2020
Q4 | – | Sell |
-29
| Closed | -$1K | – | 433 |
|
|
2020
Q3 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 939 |
|