EverSource Wealth Advisors’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 | $35.6K | Buy |
6,214
+4,136
| +199% | +$23.7K | ﹤0.01% | 1849 |
|
|
2025
Q1 | $15K | Buy |
2,078
+665
| +47% | +$4.8K | ﹤0.01% | 1860 |
|
|
2024
Q4 | $9.07K | Sell |
1,413
-2,641
| -65% | -$17K | ﹤0.01% | 2048 |
|
|
2024
Q3 | $26.4K | Buy |
4,054
+534
| +15% | +$3.47K | ﹤0.01% | 1348 |
|
|
2024
Q2 | $34.8K | Buy |
3,520
+1,444
| +70% | +$14.3K | ﹤0.01% | 1262 |
|
|
2024
Q1 | $21.1K | Buy |
2,076
+1,970
| +1,858% | +$20K | ﹤0.01% | 1336 |
|
|
2023
Q4 | $1.08K | Buy |
+106
| New | +$1.08K | ﹤0.01% | 2379 |
|