Integrated Wealth Concepts’s Coupang CPNG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.75M Buy
91,813
+24,894
+37% +$746K 0.03% 517
2025
Q1
$1.47M Sell
66,919
-2,559
-4% -$56.1K 0.02% 669
2024
Q4
$1.53M Buy
69,478
+57,368
+474% +$1.26M 0.02% 650
2024
Q3
$297K Buy
12,110
+82
+0.7% +$2.01K ﹤0.01% 1348
2024
Q2
$252K Buy
12,028
+595
+5% +$12.5K ﹤0.01% 1418
2024
Q1
$203K Buy
+11,433
New +$203K ﹤0.01% 1515