Diversified Trust’s Westrock Coffee WEST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $311K | Buy |
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|
2025
Q2 | $361K | Hold |
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|
2025
Q1 | $454K | Sell |
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|
2024
Q4 | $405K | Sell |
|
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|
2024
Q3 | $776K | Buy |
|
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|
2024
Q2 | $1.15M | Hold |
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|
2024
Q1 | $1.16M | Hold |
|
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|
2023
Q4 | $1.15M | Sell |
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|
2023
Q3 | $998K | Buy |
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|
2023
Q2 | $1.01M | Hold |
|
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|
2023
Q1 | $1.14M | Hold |
|
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|
2022
Q4 | $1.24M | Hold |
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|
2022
Q3 | $962K | Buy |
|