KWM
Keebeck Wealth Management’s Coupang CPNG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.64M | Hold |
54,652
| – | – | 0.21% | 112 |
|
2025
Q1 | $1.2M | Hold |
54,652
| – | – | 0.18% | 120 |
|
2024
Q4 | $1.2M | Sell |
54,652
-333
| -0.6% | -$7.32K | 0.17% | 120 |
|
2024
Q3 | $1.35M | Hold |
54,985
| – | – | 0.2% | 114 |
|
2024
Q2 | $1.15M | Sell |
54,985
-5,000
| -8% | -$105K | 0.17% | 126 |
|
2024
Q1 | $1.07M | Sell |
59,985
-15,412
| -20% | -$274K | 0.16% | 135 |
|
2023
Q4 | $1.22M | Sell |
75,397
-7,500
| -9% | -$121K | 0.2% | 118 |
|
2023
Q3 | $1.41M | Hold |
82,897
| – | – | 0.25% | 98 |
|
2023
Q2 | $1.44M | Hold |
82,897
| – | – | 0.2% | 99 |
|
2023
Q1 | $1.33M | Hold |
82,897
| – | – | 0.21% | 99 |
|
2022
Q4 | $1.22M | Sell |
82,897
-992
| -1% | -$14.6K | 0.21% | 99 |
|
2022
Q3 | $1.4M | Sell |
83,889
-1,000
| -1% | -$16.7K | 0.27% | 87 |
|
2022
Q2 | $1.08M | Hold |
84,889
| – | – | 0.21% | 105 |
|
2022
Q1 | $1.5M | Buy |
84,889
+44,306
| +109% | +$783K | 0.25% | 96 |
|
2021
Q4 | $1.19M | Buy |
40,583
+10,876
| +37% | +$319K | 0.21% | 97 |
|
2021
Q3 | $827K | Buy |
+29,707
| New | +$827K | 0.16% | 116 |
|