Carson Wealth (CWM LLC)’s Westrock Coffee WEST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23K | Buy |
4,026
+1,415
| +54% | +$8.08K | ﹤0.01% | 3830 |
|
|
2025
Q1 | $19K | Buy |
2,611
+1,584
| +154% | +$11.5K | ﹤0.01% | 3725 |
|
|
2024
Q4 | $7K | Buy |
1,027
+704
| +218% | +$4.8K | ﹤0.01% | 4083 |
|
|
2024
Q3 | $2K | Buy |
323
+97
| +43% | +$601 | ﹤0.01% | 4476 |
|
|
2024
Q2 | $2K | Buy |
226
+121
| +115% | +$1.07K | ﹤0.01% | 4273 |
|
|
2024
Q1 | $1K | Buy |
+105
| New | +$1K | ﹤0.01% | 4233 |
|