LPL Financial’s Vita Coco COCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Sell |
6,972
-3,625
| -34% | -$131K | ﹤0.01% | 4784 |
|
|
2025
Q1 | $325K | Buy |
10,597
+4,242
| +67% | +$130K | ﹤0.01% | 4424 |
|
|
2024
Q4 | $235K | Sell |
6,355
-15,134
| -70% | -$559K | ﹤0.01% | 4607 |
|
|
2024
Q3 | $608K | Sell |
21,489
-5,377
| -20% | -$152K | ﹤0.01% | 3775 |
|
|
2024
Q2 | $748K | Sell |
26,866
-110
| -0.4% | -$3.06K | ﹤0.01% | 3471 |
|
|
2024
Q1 | $659K | Buy |
26,976
+14,892
| +123% | +$364K | ﹤0.01% | 3506 |
|
|
2023
Q4 | $310K | Buy |
+12,084
| New | +$310K | ﹤0.01% | 4010 |
|
|
2023
Q3 | – | Sell |
-16,257
| Closed | -$437K | – | 4649 |
|
|
2023
Q2 | $437K | Sell |
16,257
-943
| -5% | -$25.3K | ﹤0.01% | 3516 |
|
|
2023
Q1 | $337K | Buy |
17,200
+7,000
| +69% | +$137K | ﹤0.01% | 3628 |
|
|
2022
Q4 | $141K | Hold |
10,200
| – | – | ﹤0.01% | 4054 |
|
|
2022
Q3 | $116K | Sell |
10,200
-10,000
| -50% | -$114K | ﹤0.01% | 4045 |
|
|
2022
Q2 | $198K | Buy |
+20,200
| New | +$198K | ﹤0.01% | 3921 |
|