Oak Ridge Investments’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 | $3.58M | Sell |
99,114
-4,026
| -4% | -$145K | 0.26% | 59 |
|
|
2025
Q1 | $3.16M | Sell |
103,140
-583
| -0.6% | -$17.9K | 0.26% | 60 |
|
|
2024
Q4 | $3.83M | Sell |
103,723
-2,659
| -2% | -$98.1K | 0.3% | 61 |
|
|
2024
Q3 | $3.01M | Sell |
106,382
-3,338
| -3% | -$94.5K | 0.26% | 73 |
|
|
2024
Q2 | $3.06M | Buy |
109,720
+37,770
| +52% | +$1.05M | 0.29% | 76 |
|
|
2024
Q1 | $1.76M | Sell |
71,950
-2,966
| -4% | -$72.5K | 0.18% | 101 |
|
|
2023
Q4 | $1.92M | Buy |
+74,916
| New | +$1.92M | 0.22% | 97 |
|