Legacy Capital Wealth Partners’s Westrock Coffee WEST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
36,128
+23
| +0.1% | +$132 | 0.05% | 358 |
|
|
2025
Q1 | $261K | Buy |
36,105
+9,940
| +38% | +$71.8K | 0.06% | 306 |
|
|
2024
Q4 | $168K | Sell |
26,165
-10,289
| -28% | -$66.1K | 0.04% | 334 |
|
|
2024
Q3 | $237K | Buy |
36,454
+7,422
| +26% | +$48.2K | 0.05% | 313 |
|
|
2024
Q2 | $297K | Buy |
+29,032
| New | +$297K | 0.08% | 240 |
|
|
2024
Q1 | – | Sell |
-17,523
| Closed | -$179K | – | 348 |
|
|
2023
Q4 | $179K | Buy |
+17,523
| New | +$179K | 0.05% | 276 |
|