SOA Wealth Advisors’s Coca-Cola Europacific Partners CCEP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $54.1K | Buy |
584
+6
| +1% | +$556 | 0.01% | 358 |
|
2025
Q1 | $50.3K | Hold |
578
| – | – | 0.01% | 344 |
|
2024
Q4 | $44.4K | Buy |
578
+10
| +2% | +$768 | 0.01% | 343 |
|
2024
Q3 | $44.7K | Hold |
568
| – | – | 0.01% | 336 |
|
2024
Q2 | $41.4K | Buy |
568
+6
| +1% | +$437 | 0.01% | 336 |
|
2024
Q1 | $39.3K | Hold |
562
| – | – | 0.01% | 338 |
|
2023
Q4 | $37.5K | Buy |
562
+11
| +2% | +$734 | 0.01% | 328 |
|
2023
Q3 | $34.4K | Hold |
551
| – | – | 0.01% | 333 |
|
2023
Q2 | $35.5K | Buy |
551
+6
| +1% | +$387 | 0.01% | 334 |
|
2023
Q1 | $32.2K | Hold |
545
| – | – | 0.01% | 342 |
|
2022
Q4 | $30.1K | Buy |
545
+12
| +2% | +$664 | 0.01% | 345 |
|
2022
Q3 | $22K | Hold |
533
| – | – | 0.01% | 364 |
|
2022
Q2 | $27K | Buy |
533
+6
| +1% | +$304 | 0.01% | 340 |
|
2022
Q1 | $25K | Hold |
527
| – | – | 0.01% | 416 |
|
2021
Q4 | $29K | Buy |
527
+15
| +3% | +$825 | 0.01% | 379 |
|
2021
Q3 | $28K | Hold |
512
| – | – | 0.01% | 392 |
|
2021
Q2 | $30K | Hold |
512
| – | – | 0.01% | 387 |
|
2021
Q1 | $26K | Hold |
512
| – | – | 0.01% | 352 |
|
2020
Q4 | $26K | Buy |
+512
| New | +$26K | 0.01% | 351 |
|