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 |
|