Richardson Financial Services’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 | – | Sell |
-300
| Closed | -$26.1K | – | 620 |
|
|
2025
Q1 | $26.1K | Buy |
300
+2
| +0.7% | +$174 | 0.02% | 304 |
|
|
2024
Q4 | $22.7K | Sell |
298
-8
| -3% | -$610 | 0.02% | 328 |
|
|
2024
Q3 | $22.3K | Hold |
306
| – | – | 0.01% | 334 |
|
|
2024
Q2 | $22.3K | Hold |
306
| – | – | 0.02% | 314 |
|
|
2024
Q1 | $21.4K | Sell |
306
-1
| -0.3% | -$70 | 0.02% | 340 |
|
|
2023
Q4 | $20.5K | Buy |
+307
| New | +$20.5K | 0.02% | 276 |
|