Allworth Financial’s Coupang CPNG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$70.9K Buy
2,366
+254
+12% +$7.61K ﹤0.01% 1726
2025
Q1
$49.1K Buy
2,112
+108
+5% +$2.51K ﹤0.01% 1553
2024
Q4
$44.6K Buy
2,004
+1,986
+11,033% +$44.2K ﹤0.01% 1624
2024
Q3
$442 Buy
+18
New +$442 ﹤0.01% 3444
2023
Q1
Sell
-10
Closed -$147 3209
2022
Q4
$147 Buy
+10
New +$147 ﹤0.01% 2860