TW
Transform Wealth’s Coca-Cola Europacific Partners CCEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $12.8M | Buy |
146,990
+8,299
| +6% | +$722K | 0.77% | 39 |
|
|
2024
Q4 | $10.7M | Buy |
138,691
+9,864
| +8% | +$758K | 0.59% | 47 |
|
|
2024
Q3 | $10.1M | Buy |
128,827
+12,143
| +10% | +$956K | 0.67% | 43 |
|
|
2024
Q2 | $8.5M | Buy |
116,684
+3,961
| +4% | +$289K | 0.64% | 44 |
|
|
2024
Q1 | $7.88M | Buy |
+112,723
| New | +$7.88M | 0.75% | 51 |
|
|
2020
Q1 | – | Sell |
-4,800
| Closed | -$244K | – | 211 |
|
|
2019
Q4 | $244K | Sell |
4,800
-4,000
| -45% | -$203K | 0.04% | 204 |
|
|
2019
Q3 | $488K | Hold |
8,800
| – | – | 0.09% | 150 |
|
|
2019
Q2 | $497K | Sell |
8,800
-14,100
| -62% | -$796K | 0.07% | 171 |
|
|
2019
Q1 | $1.18M | Sell |
22,900
-6,800
| -23% | -$352K | 0.22% | 106 |
|
|
2018
Q4 | $1.36M | Buy |
29,700
+2,300
| +8% | +$105K | 0.28% | 101 |
|
|
2018
Q3 | $1.25M | Buy |
27,400
+16,700
| +156% | +$759K | 0.22% | 113 |
|
|
2018
Q2 | $434K | Buy |
+10,700
| New | +$434K | 0.08% | 163 |
|