Stephens Inc’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 | $1.5M | Buy |
262,428
+17,064
| +7% | +$97.8K | 0.02% | 523 |
|
|
2025
Q1 | $1.77M | Buy |
245,364
+9,000
| +4% | +$65K | 0.03% | 498 |
|
|
2024
Q4 | $1.52M | Buy |
236,364
+83,647
| +55% | +$537K | 0.02% | 503 |
|
|
2024
Q3 | $993K | Buy |
152,717
+2,500
| +2% | +$16.3K | 0.01% | 607 |
|
|
2024
Q2 | $1.54M | Buy |
150,217
+5,800
| +4% | +$59.3K | 0.02% | 487 |
|
|
2024
Q1 | $1.49M | Buy |
144,417
+5,885
| +4% | +$60.8K | 0.02% | 481 |
|
|
2023
Q4 | $1.41M | Buy |
138,532
+92,000
| +198% | +$939K | 0.02% | 467 |
|
|
2023
Q3 | $412K | Buy |
46,532
+8,890
| +24% | +$78.8K | 0.01% | 797 |
|
|
2023
Q2 | $409K | Buy |
37,642
+11,775
| +46% | +$128K | 0.01% | 812 |
|
|
2023
Q1 | $317K | Buy |
25,867
+4,960
| +24% | +$60.7K | 0.01% | 860 |
|
|
2022
Q4 | $279K | Sell |
20,907
-85,743
| -80% | -$1.15M | 0.01% | 873 |
|
|
2022
Q3 | $1.1M | Buy |
+106,650
| New | +$1.1M | 0.02% | 498 |
|