Congress Wealth Management’s Coupang CPNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
38,308
+13,860
| +57% | +$415K | 0.01% | 673 |
|
|
2025
Q1 | $536K | Sell |
24,448
-25,250
| -51% | -$554K | 0.01% | 801 |
|
|
2024
Q4 | $1.09M | Buy |
49,698
+24,554
| +98% | +$540K | 0.02% | 503 |
|
|
2024
Q3 | $617K | Sell |
25,144
-18,775
| -43% | -$461K | 0.01% | 598 |
|
|
2024
Q2 | $920K | Buy |
43,919
+4,723
| +12% | +$98.9K | 0.01% | 442 |
|
|
2024
Q1 | $697K | Sell |
39,196
-41,723
| -52% | -$742K | 0.01% | 412 |
|
|
2023
Q4 | $1.31M | Sell |
80,919
-27,245
| -25% | -$441K | 0.02% | 361 |
|
|
2023
Q3 | $1.84M | Sell |
108,164
-26
| -0% | -$442 | 0.04% | 315 |
|
|
2023
Q2 | $1.88M | Buy |
108,190
+92
| +0.1% | +$1.6K | 0.04% | 269 |
|
|
2023
Q1 | $1.73M | Sell |
108,098
-17,559
| -14% | -$281K | 0.04% | 285 |
|
|
2022
Q4 | $1.85M | Sell |
125,657
-22,314
| -15% | -$328K | 0.05% | 271 |
|
|
2022
Q3 | $2.47M | Sell |
147,971
-1,154
| -0.8% | -$19.2K | 0.07% | 254 |
|
|
2022
Q2 | $1.9M | Sell |
149,125
-21
| -0% | -$268 | 0.05% | 282 |
|
|
2022
Q1 | $2.64M | Buy |
149,146
+25,280
| +20% | +$447K | 0.06% | 274 |
|
|
2021
Q4 | $3.64M | Buy |
+123,866
| New | +$3.64M | 0.07% | 255 |
|