Diversified Trust’s Vita Coco COCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-8,625
Closed -$318K 949
2024
Q4
$318K Sell
8,625
-2,625
-23% -$96.9K 0.01% 728
2024
Q3
$318K Hold
11,250
0.01% 712
2024
Q2
$313K Buy
+11,250
New +$313K 0.01% 679