Mission Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,410
| Closed | -$269K | – | 630 |
|
|
2024
Q3 | $269K | Buy |
3,410
+629
| +23% | +$49.5K | 0.01% | 540 |
|
|
2024
Q2 | $203K | Sell |
2,781
-104
| -4% | -$7.58K | 0.01% | 587 |
|
|
2024
Q1 | $202K | Buy |
+2,885
| New | +$202K | 0.01% | 610 |
|
|
2023
Q1 | – | Sell |
-3,788
| Closed | -$210K | – | 514 |
|
|
2022
Q4 | $210K | Buy |
+3,788
| New | +$210K | 0.01% | 465 |
|
|
2022
Q3 | – | Sell |
-4,069
| Closed | -$210K | – | 482 |
|
|
2022
Q2 | $210K | Sell |
4,069
-65
| -2% | -$3.36K | 0.01% | 455 |
|
|
2022
Q1 | $201K | Sell |
4,134
-183
| -4% | -$8.9K | 0.01% | 475 |
|
|
2021
Q4 | $241K | Sell |
4,317
-173
| -4% | -$9.66K | 0.01% | 454 |
|
|
2021
Q3 | $248K | Sell |
4,490
-491
| -10% | -$27.1K | 0.01% | 431 |
|
|
2021
Q2 | $295K | Sell |
4,981
-1,509
| -23% | -$89.4K | 0.02% | 392 |
|
|
2021
Q1 | $339K | Buy |
6,490
+1,014
| +19% | +$53K | 0.02% | 335 |
|
|
2020
Q4 | $273K | Buy |
+5,476
| New | +$273K | 0.02% | 347 |
|