CAPTRUST Financial Advisors’s Vita Coco COCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $244K | Sell |
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|
2025
Q3 | $215K | Sell |
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|
2025
Q2 | $206K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.22M | Buy |
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|
2024
Q3 | $603K | Buy |
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|
2024
Q2 | $553K | Buy |
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|
2024
Q1 | $463K | Sell |
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|
2023
Q4 | $769K | Buy |
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|
2023
Q3 | $771K | Sell |
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|
2023
Q2 | $812K | Buy |
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|
2023
Q1 | $593K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $3K | Buy |
|