AssetMark Inc’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 | $46.4K | Buy |
1,285
+6
| +0.5% | +$217 | ﹤0.01% | 1581 |
|
|
2025
Q1 | $39.2K | Buy |
1,279
+206
| +19% | +$6.31K | ﹤0.01% | 1509 |
|
|
2024
Q4 | $39.6K | Buy |
1,073
+68
| +7% | +$2.51K | ﹤0.01% | 1482 |
|
|
2024
Q3 | $28.5K | Hold |
1,005
| – | – | ﹤0.01% | 1424 |
|
|
2024
Q2 | $28K | Buy |
1,005
+290
| +41% | +$8.08K | ﹤0.01% | 1328 |
|
|
2024
Q1 | $17.5K | Hold |
715
| – | – | ﹤0.01% | 1301 |
|
|
2023
Q4 | $18.3K | Buy |
+715
| New | +$18.3K | ﹤0.01% | 1301 |
|