Envestnet Asset Management’s Vita Coco COCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
33,243
+1,872
| +6% | +$67.6K | ﹤0.01% | 3169 |
|
|
2025
Q1 | $962K | Sell |
31,371
-3,023
| -9% | -$92.7K | ﹤0.01% | 3233 |
|
|
2024
Q4 | $1.27M | Sell |
34,394
-398
| -1% | -$14.7K | ﹤0.01% | 2992 |
|
|
2024
Q3 | $985K | Sell |
34,792
-4,166
| -11% | -$118K | ﹤0.01% | 3145 |
|
|
2024
Q2 | $1.08M | Buy |
38,958
+18,158
| +87% | +$506K | ﹤0.01% | 2982 |
|
|
2024
Q1 | $508K | Buy |
20,800
+1,757
| +9% | +$42.9K | ﹤0.01% | 3430 |
|
|
2023
Q4 | $488K | Buy |
19,043
+203
| +1% | +$5.21K | ﹤0.01% | 3338 |
|
|
2023
Q3 | $491K | Sell |
18,840
-10,279
| -35% | -$268K | ﹤0.01% | 3267 |
|
|
2023
Q2 | $782K | Sell |
29,119
-1,431
| -5% | -$38.5K | ﹤0.01% | 2937 |
|
|
2023
Q1 | $599K | Buy |
30,550
+6,690
| +28% | +$131K | ﹤0.01% | 3030 |
|
|
2022
Q4 | $330K | Buy |
+23,860
| New | +$330K | ﹤0.01% | 3360 |
|