Creative Planning’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	$70.1K	Sell	12,239 -6,467	-35%	-$37.1K	﹤0.01%	3460
2025 Q1	$135K	Sell	18,706 -8,761	-32%	-$63.3K	﹤0.01%	3176
2024 Q4	$176K	Buy	+27,467	New	+$176K	﹤0.01%	2999