VERITY Wealth Advisors’s Coupang CPNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $792K | Hold |
26,425
| – | – | 0.53% | 38 |
|
|
2025
Q1 | $580K | Hold |
26,425
| – | – | 0.43% | 44 |
|
|
2024
Q4 | $581K | Hold |
26,425
| – | – | 0.42% | 42 |
|
|
2024
Q3 | $649K | Hold |
26,425
| – | – | 0.46% | 41 |
|
|
2024
Q2 | $554K | Hold |
26,425
| – | – | 0.41% | 47 |
|
|
2024
Q1 | $470K | Hold |
26,425
| – | – | 0.36% | 51 |
|
|
2023
Q4 | $428K | Hold |
26,425
| – | – | 0.37% | 49 |
|
|
2023
Q3 | $449K | Hold |
26,425
| – | – | 0.42% | 43 |
|
|
2023
Q2 | $460K | Hold |
26,425
| – | – | 0.41% | 44 |
|
|
2023
Q1 | $423K | Hold |
26,425
| – | – | 0.39% | 51 |
|
|
2022
Q4 | $389K | Hold |
26,425
| – | – | 0.38% | 52 |
|
|
2022
Q3 | $441K | Sell |
26,425
-6,525
| -20% | -$109K | 0.45% | 46 |
|
|
2022
Q2 | $420K | Hold |
32,950
| – | – | 0.41% | 46 |
|
|
2022
Q1 | $583K | Hold |
32,950
| – | – | 0.52% | 34 |
|
|
2021
Q4 | $968K | Hold |
32,950
| – | – | 0.8% | 27 |
|
|
2021
Q3 | $918K | Buy |
+32,950
| New | +$918K | 0.82% | 24 |
|