Carson Wealth (CWM LLC)’s Vita Coco COCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $54K | Buy |
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|
2025
Q2 | $45K | Sell |
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|
2025
Q1 | $88K | Buy |
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|
2024
Q4 | $92K | Buy |
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|
2024
Q3 | $64K | Sell |
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|
2024
Q2 | $76K | Buy |
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|
2024
Q1 | $47K | Buy |
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|
2023
Q4 | $37K | Buy |
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|
2023
Q3 | $36K | Hold |
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|
2023
Q2 | $37K | Hold |
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|
2023
Q1 | $27K | Hold |
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|
2022
Q4 | $19K | Buy |
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