Allworth Financial’s Vita Coco COCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3M | Hold |
119,055
| – | – | 0.02% | 328 |
|
|
2025
Q1 | $3.66M | Hold |
119,055
| – | – | 0.02% | 297 |
|
|
2024
Q4 | $4.44M | Hold |
119,055
| – | – | 0.02% | 273 |
|
|
2024
Q3 | $3.37M | Hold |
119,055
| – | – | 0.02% | 251 |
|
|
2024
Q2 | $3.12M | Hold |
119,055
| – | – | 0.02% | 258 |
|
|
2024
Q1 | $2.91M | Hold |
119,055
| – | – | 0.02% | 251 |
|
|
2023
Q4 | $3.05M | Hold |
119,055
| – | – | 0.02% | 245 |
|
|
2023
Q3 | $3.1M | Hold |
119,055
| – | – | 0.03% | 226 |
|
|
2023
Q2 | $3.2M | Hold |
119,055
| – | – | 0.03% | 226 |
|
|
2023
Q1 | $2.34M | Hold |
119,055
| – | – | 0.02% | 238 |
|
|
2022
Q4 | $1.65M | Hold |
119,055
| – | – | 0.02% | 268 |
|
|
2022
Q3 | $1.36M | Buy |
+119,055
| New | +$1.36M | 0.02% | 279 |
|