IWA
IBEX 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 | $9.36M | Buy |
100,928
+4,532
| +5% | +$420K | 1% | 30 |
|
|
2025
Q1 | $8.39M | Buy |
96,396
+163
| +0.2% | +$14.2K | 1.11% | 31 |
|
|
2024
Q4 | $7.39M | Buy |
+96,233
| New | +$7.39M | 0.87% | 33 |
|
|
2024
Q3 | – | Sell |
-87,974
| Closed | -$6.41M | – | 100 |
|
|
2024
Q2 | $6.41M | Buy |
+87,974
| New | +$6.41M | 1% | 30 |
|
|
2024
Q1 | – | Sell |
-81
| Closed | -$5.42K | – | 120 |
|
|
2023
Q4 | $5.42K | Sell |
81
-4,559
| -98% | -$305K | 1.18% | 30 |
|
|
2023
Q3 | $290K | Buy |
+4,640
| New | +$290K | 0.07% | 99 |
|
|
2020
Q1 | – | Sell |
-67,603
| Closed | -$3.44M | – | 95 |
|
|
2019
Q4 | $3.44M | Buy |
67,603
+3,842
| +6% | +$196K | 1.05% | 36 |
|
|
2019
Q3 | $3.54M | Buy |
63,761
+2,119
| +3% | +$118K | 1.17% | 31 |
|
|
2019
Q2 | $3.48M | Buy |
61,642
+10,027
| +19% | +$566K | 1% | 30 |
|
|
2019
Q1 | $2.67M | Buy |
+51,615
| New | +$2.67M | 0.94% | 41 |
|