Jacobus Wealth Management’s Coca-Cola Europacific Partners CCEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $127K | Hold |
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|
2017
Q2 | $124K | Hold |
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|
2017
Q1 | $115K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $280K | Hold |
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|
2016
Q2 | $250K | Hold |
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|
2016
Q1 | $355K | Hold |
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|
2015
Q4 | $345K | Hold |
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|
2015
Q3 | $339K | Hold |
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|
2015
Q2 | $304K | Hold |
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|
2015
Q1 | $310K | Hold |
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|
2014
Q4 | $310K | Sell |
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|
2014
Q3 | $348K | Hold |
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|
2014
Q2 | $375K | Hold |
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|
2014
Q1 | $375K | Hold |
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|
2013
Q4 | $346K | Hold |
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|
2013
Q3 | $315K | Hold |
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|
2013
Q2 | $276K | Buy |
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