EverSource Wealth Advisors’s Coca-Cola Europacific Partners CCEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Buy |
3,284
+659
| +25% | +$61.1K | 0.01% | 663 |
|
|
2025
Q1 | $228K | Buy |
2,625
+67
| +3% | +$5.83K | 0.01% | 603 |
|
|
2024
Q4 | $197K | Buy |
2,558
+31
| +1% | +$2.38K | 0.01% | 663 |
|
|
2024
Q3 | $199K | Hold |
2,527
| – | – | 0.01% | 560 |
|
|
2024
Q2 | $186K | Buy |
2,527
+2,061
| +442% | +$152K | 0.01% | 581 |
|
|
2024
Q1 | $33.6K | Hold |
466
| – | – | ﹤0.01% | 1140 |
|
|
2023
Q4 | $31.1K | Sell |
466
-68
| -13% | -$4.54K | ﹤0.01% | 1078 |
|
|
2023
Q3 | $33.4K | Buy |
534
+94
| +21% | +$5.88K | ﹤0.01% | 956 |
|
|
2023
Q2 | $28.3K | Buy |
440
+25
| +6% | +$1.61K | ﹤0.01% | 1024 |
|
|
2023
Q1 | $24.6K | Buy |
415
+15
| +4% | +$888 | ﹤0.01% | 1006 |
|
|
2022
Q4 | $22.1K | Buy |
+400
| New | +$22.1K | ﹤0.01% | 1035 |
|
|
2022
Q1 | – | Sell |
-34
| Closed | -$2K | – | 1722 |
|
|
2021
Q4 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 1511 |
|