CIBC Private Wealth Group’s Vita Coco COCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
30,852
+68
| +0.2% | +$2.46K | ﹤0.01% | 649 |
|
|
2025
Q1 | $859K | Hold |
30,784
| – | – | ﹤0.01% | 675 |
|
|
2024
Q4 | $1.05M | Hold |
30,784
| – | – | ﹤0.01% | 687 |
|
|
2024
Q3 | $871K | Hold |
30,784
| – | – | ﹤0.01% | 719 |
|
|
2024
Q2 | $878K | Sell |
30,784
-134
| -0.4% | -$3.82K | ﹤0.01% | 684 |
|
|
2024
Q1 | $740K | Buy |
30,918
+5,000
| +19% | +$120K | ﹤0.01% | 739 |
|
|
2023
Q4 | $665K | Sell |
25,918
-360
| -1% | -$9.23K | ﹤0.01% | 734 |
|
|
2023
Q3 | $684K | Buy |
26,278
+1,278
| +5% | +$33.3K | ﹤0.01% | 682 |
|
|
2023
Q2 | $672K | Buy |
25,000
+5,000
| +25% | +$134K | ﹤0.01% | 643 |
|
|
2023
Q1 | $392K | Buy |
20,000
+10,000
| +100% | +$196K | ﹤0.01% | 749 |
|
|
2022
Q4 | $138 | Hold |
10,000
| – | – | ﹤0.01% | 827 |
|
|
2022
Q3 | $114K | Buy |
+10,000
| New | +$114K | ﹤0.01% | 873 |
|