Financial Advocates Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,519
| Closed | -$219K | – | 632 |
|
|
2025
Q1 | $219K | Buy |
+2,519
| New | +$219K | 0.02% | 649 |
|
|
2022
Q4 | – | Sell |
-4,210
| Closed | -$316K | – | 765 |
|
|
2022
Q3 | $316K | Buy |
+4,210
| New | +$316K | 0.03% | 527 |
|
|
2022
Q1 | – | Sell |
-4,026
| Closed | -$225K | – | 739 |
|
|
2021
Q4 | $225K | Hold |
4,026
| – | – | 0.01% | 695 |
|
|
2021
Q3 | $223K | Sell |
4,026
-118
| -3% | -$6.54K | 0.02% | 678 |
|
|
2021
Q2 | $246K | Buy |
4,144
+118
| +3% | +$7.01K | 0.02% | 639 |
|
|
2021
Q1 | $210K | Sell |
4,026
-200
| -5% | -$10.4K | 0.01% | 689 |
|
|
2020
Q4 | $211K | Buy |
+4,226
| New | +$211K | 0.01% | 664 |
|
|
2020
Q1 | – | Sell |
-4,226
| Closed | -$215K | – | 477 |
|
|
2019
Q4 | $215K | Hold |
4,226
| – | – | 0.02% | 469 |
|
|
2019
Q3 | $234K | Hold |
4,226
| – | – | 0.03% | 429 |
|
|
2019
Q2 | $239K | Hold |
4,226
| – | – | 0.03% | 405 |
|
|
2019
Q1 | $219K | Buy |
+4,226
| New | +$219K | 0.03% | 419 |
|