HighTower Advisors’s Vita Coco COCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-122,196
| Closed | -$4.51M | – | 3536 |
|
|
2024
Q4 | $4.51M | Buy |
122,196
+62
| +0.1% | +$2.29K | 0.01% | 1091 |
|
|
2024
Q3 | $3.46M | Buy |
122,134
+95
| +0.1% | +$2.69K | ﹤0.01% | 1202 |
|
|
2024
Q2 | $3.4M | Buy |
122,039
+190
| +0.2% | +$5.29K | 0.01% | 1174 |
|
|
2024
Q1 | $2.98M | Sell |
121,849
-4,731
| -4% | -$116K | ﹤0.01% | 1223 |
|
|
2023
Q4 | $3.24M | Sell |
126,580
-736
| -0.6% | -$18.9K | 0.01% | 1175 |
|
|
2023
Q3 | $3.31M | Buy |
127,316
+618
| +0.5% | +$16.1K | 0.01% | 1108 |
|
|
2023
Q2 | $3.41M | Buy |
126,698
+5,688
| +5% | +$153K | 0.01% | 1075 |
|
|
2023
Q1 | $2.37M | Hold |
121,010
| – | – | 0.01% | 1188 |
|
|
2022
Q4 | $1.67M | Hold |
121,010
| – | – | ﹤0.01% | 1375 |
|
|
2022
Q3 | $1.38M | Hold |
121,010
| – | – | ﹤0.01% | 1427 |
|
|
2022
Q2 | $1.19M | Buy |
+121,010
| New | +$1.19M | ﹤0.01% | 1534 |
|