UBS AM’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 | $433K | Buy |
75,483
+13,632
| +22% | +$78.1K | ﹤0.01% | 2499 |
|
|
2025
Q1 | $447K | Hold |
61,851
| – | – | ﹤0.01% | 2515 |
|
|
2024
Q4 | $397K | Buy |
61,851
+18,972
| +44% | +$122K | ﹤0.01% | 2586 |
|
|
2024
Q3 | $279K | Sell |
42,879
-4,036
| -9% | -$26.2K | ﹤0.01% | 2735 |
|
|
2024
Q2 | $480K | Buy |
+46,915
| New | +$480K | ﹤0.01% | 2639 |
|