Transamerica Financial Advisors’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 |
-1,313
| Closed | -$115K | – | 568 |
|
|
2025
Q1 | $115K | Sell |
1,313
-70
| -5% | -$6.13K | 0.01% | 256 |
|
|
2024
Q4 | $107K | Sell |
1,383
-100
| -7% | -$7.74K | 0.01% | 261 |
|
|
2024
Q3 | $117K | Buy |
1,483
+1,419
| +2,217% | +$112K | 0.01% | 258 |
|
|
2024
Q2 | $5K | Hold |
64
| – | – | ﹤0.01% | 340 |
|
|
2024
Q1 | $5K | Buy |
+64
| New | +$5K | ﹤0.01% | 371 |
|
|
2023
Q1 | – | Sell |
-53
| Closed | -$3K | – | 620 |
|
|
2022
Q4 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 357 |
|