Steward Partners Investment Advisory’s Coupang CPNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $136K | Buy |
4,547
+2,022
| +80% | +$60.6K | ﹤0.01% | 1940 |
|
|
2025
Q1 | $55.4K | Buy |
2,525
+13
| +0.5% | +$285 | ﹤0.01% | 2332 |
|
|
2024
Q4 | $55.2K | Buy |
2,512
+210
| +9% | +$4.62K | ﹤0.01% | 2285 |
|
|
2024
Q3 | $56.5K | Buy |
+2,302
| New | +$56.5K | ﹤0.01% | 2171 |
|
|
2024
Q1 | – | Sell |
-40
| Closed | -$648 | – | 3591 |
|
|
2023
Q4 | $648 | Hold |
40
| – | – | ﹤0.01% | 3338 |
|
|
2023
Q3 | $680 | Hold |
40
| – | – | ﹤0.01% | 3228 |
|
|
2023
Q2 | $696 | Sell |
40
-500
| -93% | -$8.7K | ﹤0.01% | 3170 |
|
|
2023
Q1 | $8.64K | Hold |
540
| – | – | ﹤0.01% | 2594 |
|
|
2022
Q4 | $7.94K | Hold |
540
| – | – | ﹤0.01% | 2609 |
|
|
2022
Q3 | $9K | Hold |
540
| – | – | ﹤0.01% | 2567 |
|
|
2022
Q2 | $7K | Sell |
540
-1,700
| -76% | -$22K | ﹤0.01% | 2626 |
|
|
2022
Q1 | $40K | Buy |
2,240
+1,590
| +245% | +$28.4K | ﹤0.01% | 2031 |
|
|
2021
Q4 | $19K | Buy |
650
+68
| +12% | +$1.99K | ﹤0.01% | 2337 |
|
|
2021
Q3 | $16K | Sell |
582
-837
| -59% | -$23K | ﹤0.01% | 2410 |
|
|
2021
Q2 | $59K | Buy |
1,419
+819
| +137% | +$34.1K | ﹤0.01% | 2976 |
|
|
2021
Q1 | $29.6K | Buy |
+600
| New | +$29.6K | ﹤0.01% | 2273 |
|