Venturi Wealth Management’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
Q1 | – | Sell |
-60
| Closed | -$4.61K | – | 767 |
|
|
2024
Q4 | $4.61K | Buy |
60
+16
| +36% | +$1.23K | ﹤0.01% | 1699 |
|
|
2024
Q3 | $3.47K | Buy |
44
+4
| +10% | +$315 | ﹤0.01% | 1570 |
|
|
2024
Q2 | $2.92K | Buy |
+40
| New | +$2.92K | ﹤0.01% | 1313 |
|
|
2023
Q4 | – | Sell |
-25
| Closed | -$1.56K | – | 1350 |
|
|
2023
Q3 | $1.56K | Hold |
25
| – | – | ﹤0.01% | 1219 |
|
|
2023
Q2 | $1.61K | Hold |
25
| – | – | ﹤0.01% | 954 |
|
|
2023
Q1 | $1.48K | Buy |
+25
| New | +$1.48K | ﹤0.01% | 1056 |
|