LWAM
Legacy Wealth Asset Management’s Coca-Cola Europacific Partners CCEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Sell |
25,642
-3,592
| -12% | -$333K | 0.6% | 31 |
|
|
2025
Q1 | $2.54M | Sell |
29,234
-25
| -0.1% | -$2.18K | 0.7% | 21 |
|
|
2024
Q4 | $2.25M | Sell |
29,259
-259
| -0.9% | -$19.9K | 0.61% | 29 |
|
|
2024
Q3 | $2.32M | Sell |
29,518
-570
| -2% | -$44.9K | 0.62% | 29 |
|
|
2024
Q2 | $2.19M | Buy |
30,088
+461
| +2% | +$33.6K | 0.62% | 32 |
|
|
2024
Q1 | $2.07M | Buy |
29,627
+787
| +3% | +$55.1K | 0.58% | 35 |
|
|
2023
Q4 | $1.92M | Buy |
28,840
+2,026
| +8% | +$135K | 0.63% | 35 |
|
|
2023
Q3 | $1.68M | Buy |
+26,814
| New | +$1.68M | 0.61% | 38 |
|