Icon Wealth Advisors’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 | $101K | Sell |
1,086
-371
| -25% | -$34.4K | 0.01% | 507 |
|
|
2025
Q1 | $127K | Buy |
1,457
+9
| +0.6% | +$783 | 0.01% | 437 |
|
|
2024
Q4 | $111K | Buy |
1,448
+114
| +9% | +$8.75K | 0.01% | 486 |
|
|
2024
Q3 | $105K | Buy |
+1,334
| New | +$105K | 0.01% | 473 |
|
|
2024
Q2 | – | Sell |
-1,794
| Closed | -$125K | – | 447 |
|
|
2024
Q1 | $125K | Sell |
1,794
-1,034
| -37% | -$72.3K | 0.01% | 431 |
|
|
2023
Q4 | $189K | Buy |
+2,828
| New | +$189K | 0.02% | 330 |
|
|
2022
Q4 | – | Sell |
-2,422
| Closed | -$103K | – | 344 |
|
|
2022
Q3 | $103K | Buy |
+2,422
| New | +$103K | 0.01% | 390 |
|