Heritage Wealth Management (California)’s Coupang CPNG Stock Holding History

Heritage Wealth Management (California)’s Portfolio CPNG Stock Details CPNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.07M	Buy
2025 Q1	$785K	Sell
2024 Q4	$887K	Sell
2024 Q3	$1.12M	Hold
2024 Q2	$952K	Sell
2024 Q1	$828K	Hold
2023 Q4	$754K	Buy