EWM
Endowment Wealth Management’s Coupang CPNG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $582K | Sell |
19,415
-1,308
| -6% | -$39.2K | 0.3% | 68 |
|
|
2025
Q1 | $454K | Sell |
20,723
-180
| -0.9% | -$3.95K | 0.29% | 71 |
|
|
2024
Q4 | $459K | Sell |
20,903
-2,267
| -10% | -$49.8K | 0.31% | 70 |
|
|
2024
Q3 | $569K | Sell |
23,170
-11,216
| -33% | -$275K | 0.37% | 61 |
|
|
2024
Q2 | $720K | Buy |
34,386
+84
| +0.2% | +$1.76K | 0.52% | 49 |
|
|
2024
Q1 | $610K | Sell |
34,302
-11,358
| -25% | -$202K | 0.46% | 53 |
|
|
2023
Q4 | $739K | Sell |
45,660
-7,145
| -14% | -$116K | 0.62% | 38 |
|
|
2023
Q3 | $898K | Hold |
52,805
| – | – | 0.81% | 30 |
|
|
2023
Q2 | $919K | Hold |
52,805
| – | – | 0.84% | 28 |
|
|
2023
Q1 | $845K | Hold |
52,805
| – | – | 0.85% | 28 |
|
|
2022
Q4 | $777K | Sell |
52,805
-3,315
| -6% | -$48.8K | 0.85% | 26 |
|
|
2022
Q3 | $936K | Hold |
56,120
| – | – | 1.14% | 21 |
|
|
2022
Q2 | $716K | Hold |
56,120
| – | – | 0.86% | 23 |
|
|
2022
Q1 | $992K | Hold |
56,120
| – | – | 1.04% | 22 |
|
|
2021
Q4 | $1.65M | Buy |
+56,120
| New | +$1.65M | 1.67% | 13 |
|