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Venturi Wealth Management’s Vita Coco COCO Stock Holding History

Venturi Wealth Management’s Portfolio COCO Stock Details COCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,800
Closed -$66.4K – 819
2024
Q4 		$66.4K Buy
+1,800
New +$66.4K ﹤0.01% 936