Carson Wealth (CWM LLC)’s Vita Coco COCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45K | Sell |
1,245
-1,623
| -57% | -$58.7K | ﹤0.01% | 3359 |
|
|
2025
Q1 | $88K | Buy |
2,868
+367
| +15% | +$11.3K | ﹤0.01% | 2519 |
|
|
2024
Q4 | $92K | Buy |
2,501
+225
| +10% | +$8.28K | ﹤0.01% | 2330 |
|
|
2024
Q3 | $64K | Sell |
2,276
-444
| -16% | -$12.5K | ﹤0.01% | 2502 |
|
|
2024
Q2 | $76K | Buy |
2,720
+787
| +41% | +$22K | ﹤0.01% | 2170 |
|
|
2024
Q1 | $47K | Buy |
1,933
+491
| +34% | +$11.9K | ﹤0.01% | 2324 |
|
|
2023
Q4 | $37K | Buy |
1,442
+69
| +5% | +$1.77K | ﹤0.01% | 2351 |
|
|
2023
Q3 | $36K | Hold |
1,373
| – | – | ﹤0.01% | 2280 |
|
|
2023
Q2 | $37K | Hold |
1,373
| – | – | ﹤0.01% | 2201 |
|
|
2023
Q1 | $27K | Hold |
1,373
| – | – | ﹤0.01% | 2281 |
|
|
2022
Q4 | $19K | Buy |
+1,373
| New | +$19K | ﹤0.01% | 2398 |
|