Naviter Wealth’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
Sell
-23,180
Closed -$164K 309
2025
Q1
$164K Hold
23,180
0.02% 258
2024
Q4
$149K Buy
+23,180
New +$149K 0.02% 267