NewEdge 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 | – | Sell |
-55,991
| Closed | -$1.72M | – | 4016 |
|
|
2025
Q1 | $1.72M | Sell |
55,991
-5,051
| -8% | -$155K | 0.01% | 921 |
|
|
2024
Q4 | $2.25M | Buy |
+61,042
| New | +$2.25M | 0.01% | 786 |
|
|
2023
Q3 | – | Sell |
-78
| Closed | -$2.1K | – | 3499 |
|
|
2023
Q2 | $2.1K | Buy |
+78
| New | +$2.1K | ﹤0.01% | 3080 |
|