MAI Capital Management’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 | $592K | Hold |
103,250
| – | – | ﹤0.01% | 778 |
|
2025
Q1 | $745K | Hold |
103,250
| – | – | 0.01% | 677 |
|
2024
Q4 | $663K | Hold |
103,250
| – | – | ﹤0.01% | 732 |
|
2024
Q3 | $671K | Hold |
103,250
| – | – | 0.01% | 646 |
|
2024
Q2 | $1.06M | Hold |
103,250
| – | – | 0.01% | 567 |
|
2024
Q1 | $1.07M | Hold |
103,250
| – | – | 0.01% | 539 |
|
2023
Q4 | $1.05M | Hold |
103,250
| – | – | 0.01% | 440 |
|
2023
Q3 | $915K | Hold |
103,250
| – | – | 0.01% | 446 |
|
2023
Q2 | $1.12M | Buy |
+103,250
| New | +$1.12M | 0.02% | 404 |
|