LVW Advisors’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 | $311K | Buy |
8,611
+1,116
| +15% | +$40.3K | 0.03% | 257 |
|
|
2025
Q1 | $230K | Hold |
7,495
| – | – | 0.03% | 279 |
|
|
2024
Q4 | $277K | Buy |
7,495
+125
| +2% | +$4.61K | 0.03% | 261 |
|
|
2024
Q3 | $209K | Buy |
+7,370
| New | +$209K | 0.03% | 294 |
|
|
2024
Q1 | – | Sell |
-10,936
| Closed | -$281K | – | 288 |
|
|
2023
Q4 | $281K | Hold |
10,936
| – | – | 0.05% | 214 |
|
|
2023
Q3 | $285K | Buy |
10,936
+783
| +8% | +$20.4K | 0.06% | 173 |
|
|
2023
Q2 | $273K | Buy |
+10,153
| New | +$273K | 0.05% | 172 |
|