TwinBeech Capital’s Carvana CVNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-205,090
Closed -$41.7M 757
2024
Q4
$41.7M Buy
+205,090
New +$41.7M 0.71% 43
2024
Q2
Sell
-159,682
Closed -$14M 589
2024
Q1
$14M Buy
159,682
+71,122
+80% +$6.25M 0.29% 101
2023
Q4
$4.69M Sell
88,560
-39,963
-31% -$2.12M 0.08% 280
2023
Q3
$5.4M Buy
+128,523
New +$5.4M 0.1% 251
2022
Q4
Sell
-252,763
Closed -$5.13M 737
2022
Q3
$5.13M Sell
252,763
-9,742
-4% -$198K 0.14% 186
2022
Q2
$5.93M Buy
262,505
+152,477
+139% +$3.44M 0.27% 105
2022
Q1
$13.1M Buy
+110,028
New +$13.1M 0.58% 53
2021
Q3
Sell
-22,199
Closed -$6.7M 617
2021
Q2
$6.7M Buy
+22,199
New +$6.7M 0.81% 29
2021
Q1
Sell
-9,662
Closed -$2.31M 488
2020
Q4
$2.31M Buy
+9,662
New +$2.31M 0.38% 86
2020
Q3
Sell
-8,706
Closed -$1.05M 462
2020
Q2
$1.05M Buy
+8,706
New +$1.05M 0.23% 140