Legacy Capital Wealth Partners’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 | $408K | Sell |
4,397
-211
| -5% | -$19.6K | 0.09% | 241 |
|
2025
Q1 | $401K | Sell |
4,608
-412
| -8% | -$35.9K | 0.1% | 230 |
|
2024
Q4 | $386K | Sell |
5,020
-5,461
| -52% | -$419K | 0.1% | 227 |
|
2024
Q3 | $825K | Buy |
10,481
+4,898
| +88% | +$386K | 0.17% | 123 |
|
2024
Q2 | $407K | Buy |
+5,583
| New | +$407K | 0.1% | 194 |
|
2024
Q1 | – | Sell |
-5,336
| Closed | -$356K | – | 152 |
|
2023
Q4 | $356K | Buy |
5,336
+549
| +11% | +$36.6K | 0.1% | 196 |
|
2023
Q3 | $299K | Buy |
+4,787
| New | +$299K | 0.08% | 213 |
|
2023
Q2 | – | Sell |
-4,638
| Closed | -$275K | – | 73 |
|
2023
Q1 | $275K | Buy |
+4,638
| New | +$275K | 0.07% | 201 |
|