Avantax Advisory Services’s Coupang CPNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
36,775
+11,203
| +44% | +$336K | 0.01% | 1107 |
|
|
2025
Q1 | $561K | Buy |
25,572
+2,690
| +12% | +$59K | ﹤0.01% | 1434 |
|
|
2024
Q4 | $503K | Sell |
22,882
-435
| -2% | -$9.56K | ﹤0.01% | 1440 |
|
|
2024
Q3 | $572K | Buy |
23,317
+280
| +1% | +$6.87K | ﹤0.01% | 1327 |
|
|
2024
Q2 | $483K | Buy |
+23,037
| New | +$483K | ﹤0.01% | 1383 |
|