Jones Financial Companies’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 | $202K | Buy |
2,215
+261
| +13% | +$23.8K | ﹤0.01% | 1655 |
|
2025
Q1 | $169K | Buy |
1,954
+205
| +12% | +$17.7K | ﹤0.01% | 1558 |
|
2024
Q4 | $134K | Buy |
1,749
+1,006
| +135% | +$77.3K | ﹤0.01% | 1516 |
|
2024
Q3 | $58.7K | Buy |
743
+280
| +60% | +$22.1K | ﹤0.01% | 1584 |
|
2024
Q2 | $33.7K | Buy |
463
+266
| +135% | +$19.4K | ﹤0.01% | 1386 |
|
2024
Q1 | $13.8K | Buy |
197
+128
| +186% | +$8.95K | ﹤0.01% | 994 |
|
2023
Q4 | $4.61K | Buy |
69
+54
| +360% | +$3.6K | ﹤0.01% | 770 |
|
2023
Q3 | $937 | Buy |
+15
| New | +$937 | ﹤0.01% | 638 |
|
2013
Q4 | – | Sell |
-30
| Closed | -$1K | – | 272 |
|
2013
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 682 |
|
2013
Q2 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 747 |
|