Heritage Wealth Management (California)’s Coupang CPNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
35,831
+58
| +0.2% | +$1.74K | 0.72% | 35 |
|
|
2025
Q1 | $785K | Sell |
35,773
-4,584
| -11% | -$101K | 0.59% | 42 |
|
|
2024
Q4 | $887K | Sell |
40,357
-5,097
| -11% | -$112K | 0.64% | 36 |
|
|
2024
Q3 | $1.12M | Hold |
45,454
| – | – | 0.79% | 28 |
|
|
2024
Q2 | $952K | Sell |
45,454
-1,098
| -2% | -$23K | 0.7% | 31 |
|
|
2024
Q1 | $828K | Hold |
46,552
| – | – | 0.63% | 33 |
|
|
2023
Q4 | $754K | Buy |
+46,552
| New | +$754K | 0.6% | 32 |
|