United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Hold |
0
| – | – | – | 1326 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 1445 |
|
|
2018
Q1 | – | Sell |
-5,862
| Closed | -$234K | – | 1311 |
|
|
2017
Q4 | $234K | Sell |
5,862
-2,679
| -31% | -$107K | ﹤0.01% | 1189 |
|
|
2017
Q3 | $355K | Buy |
8,541
+2,263
| +36% | +$94.1K | ﹤0.01% | 1059 |
|
|
2017
Q2 | $255K | Sell |
6,278
-424
| -6% | -$17.2K | ﹤0.01% | 1128 |
|
|
2017
Q1 | $253K | Sell |
6,702
-1,218
| -15% | -$46K | ﹤0.01% | 1107 |
|
|
2016
Q4 | $249K | Sell |
7,920
-229
| -3% | -$7.2K | ﹤0.01% | 1109 |
|
|
2016
Q3 | $325K | Buy |
8,149
+1,945
| +31% | +$77.6K | ﹤0.01% | 1051 |
|
|
2016
Q2 | $223K | Buy |
+6,204
| New | +$223K | ﹤0.01% | 1142 |
|
|
2015
Q2 | – | Sell |
-5,839
| Closed | -$259K | – | 1256 |
|
|
2015
Q1 | $259K | Sell |
5,839
-68,023
| -92% | -$3.02M | ﹤0.01% | 1106 |
|
|
2014
Q4 | $3.27M | Buy |
73,862
+3,615
| +5% | +$160K | 0.05% | 360 |
|
|
2014
Q3 | $3.12M | Sell |
70,247
-5,870
| -8% | -$260K | 0.05% | 328 |
|
|
2014
Q2 | $3.64M | Buy |
76,117
+61,808
| +432% | +$2.95M | 0.07% | 286 |
|
|
2014
Q1 | $683K | Buy |
+14,309
| New | +$683K | 0.01% | 566 |
|