Paragon Advisors’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 | $78.9K | Hold |
13,761
| – | – | 0.02% | 81 |
|
2025
Q1 | $99.4K | Buy |
+13,761
| New | +$99.4K | 0.04% | 84 |
|
2024
Q4 | – | Sell |
-42,852
| Closed | -$279K | – | 82 |
|
2024
Q3 | $279K | Sell |
42,852
-18,014
| -30% | -$117K | 0.09% | 71 |
|
2024
Q2 | $623K | Sell |
60,866
-60,000
| -50% | -$614K | 0.23% | 62 |
|
2024
Q1 | $1.25M | Sell |
120,866
-13,734
| -10% | -$142K | 0.5% | 59 |
|
2023
Q4 | $1.37M | Sell |
134,600
-20,000
| -13% | -$204K | 0.58% | 49 |
|
2023
Q3 | $1.37M | Sell |
154,600
-31,984
| -17% | -$283K | 0.57% | 40 |
|
2023
Q2 | $2.03M | Sell |
186,584
-5,000
| -3% | -$54.3K | 0.66% | 45 |
|
2023
Q1 | $2.34M | Buy |
+191,584
| New | +$2.34M | 0.79% | 38 |
|