MAI Capital Management’s Westrock Coffee WEST Stock Holding History

MAI Capital Management’s Portfolio WEST Stock Details WEST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$502K	Hold
2025 Q2	$592K	Hold
2025 Q1	$745K	Hold
2024 Q4	$663K	Hold
2024 Q3	$671K	Hold
2024 Q2	$1.06M	Hold
2024 Q1	$1.07M	Hold
2023 Q4	$1.05M	Hold
2023 Q3	$915K	Hold
2023 Q2	$1.12M	Buy