MWM
Moran Wealth Management’s Vita Coco COCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $699K | Buy |
19,376
+731
| +4% | +$26.4K | 0.02% | 356 |
|
|
2025
Q1 | $571K | Sell |
18,645
-430
| -2% | -$13.2K | 0.02% | 365 |
|
|
2024
Q4 | $704K | Buy |
19,075
+871
| +5% | +$32.1K | 0.02% | 331 |
|
|
2024
Q3 | $515K | Buy |
18,204
+5,517
| +43% | +$156K | 0.02% | 374 |
|
|
2024
Q2 | $353K | Buy |
12,687
+1,112
| +10% | +$31K | 0.01% | 368 |
|
|
2024
Q1 | $283K | Buy |
11,575
+2,102
| +22% | +$51.4K | 0.01% | 388 |
|
|
2023
Q4 | $243K | Buy |
9,473
+619
| +7% | +$15.9K | 0.01% | 379 |
|
|
2023
Q3 | $231K | Sell |
8,854
-3,991
| -31% | -$104K | 0.01% | 343 |
|
|
2023
Q2 | $345K | Buy |
+12,845
| New | +$345K | 0.01% | 329 |
|