Schechter Investment Advisors’s Coca-Cola Europacific Partners CCEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $315K | Sell |
3,619
-23
| -0.6% | -$2K | 0.03% | 463 |
|
|
2024
Q4 | $280K | Sell |
3,642
-4,356
| -54% | -$335K | 0.02% | 508 |
|
|
2024
Q3 | $630K | Sell |
7,998
-1,798
| -18% | -$142K | 0.05% | 350 |
|
|
2024
Q2 | $714K | Buy |
9,796
+194
| +2% | +$14.1K | 0.05% | 303 |
|
|
2024
Q1 | $672K | Sell |
9,602
-1,350
| -12% | -$94.4K | 0.05% | 327 |
|
|
2023
Q4 | $731K | Sell |
10,952
-411
| -4% | -$27.4K | 0.06% | 283 |
|
|
2023
Q3 | $710K | Sell |
11,363
-143
| -1% | -$8.94K | 0.07% | 277 |
|
|
2023
Q2 | $741K | Sell |
11,506
-408
| -3% | -$26.3K | 0.07% | 303 |
|
|
2023
Q1 | $704K | Buy |
11,914
+5,624
| +89% | +$333K | 0.07% | 327 |
|
|
2022
Q4 | $347K | Buy |
6,290
+74
| +1% | +$4.09K | 0.03% | 591 |
|
|
2022
Q3 | $265K | Sell |
6,216
-1,923
| -24% | -$82K | 0.03% | 746 |
|
|
2022
Q2 | $420K | Sell |
8,139
-212
| -3% | -$10.9K | 0.04% | 581 |
|
|
2022
Q1 | $406K | Buy |
8,351
+736
| +10% | +$35.8K | 0.04% | 592 |
|
|
2021
Q4 | $426K | Buy |
+7,615
| New | +$426K | 0.04% | 561 |
|