Wells Fargo’s Vita Coco COCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.95M | Buy |
164,815
+13,356
| +9% | +$482K | ﹤0.01% | 2107 |
|
|
2025
Q1 | $4.64M | Buy |
151,459
+112,091
| +285% | +$3.44M | ﹤0.01% | 2189 |
|
|
2024
Q4 | $1.45M | Buy |
39,368
+2,297
| +6% | +$84.8K | ﹤0.01% | 3021 |
|
|
2024
Q3 | $1.05M | Sell |
37,071
-26,298
| -41% | -$744K | ﹤0.01% | 3182 |
|
|
2024
Q2 | $1.76M | Sell |
63,369
-8,433
| -12% | -$235K | ﹤0.01% | 2802 |
|
|
2024
Q1 | $1.75M | Sell |
71,802
-18,814
| -21% | -$460K | ﹤0.01% | 2782 |
|
|
2023
Q4 | $2.32M | Buy |
90,616
+20,477
| +29% | +$525K | ﹤0.01% | 2529 |
|
|
2023
Q3 | $1.83M | Buy |
70,139
+13,564
| +24% | +$353K | ﹤0.01% | 2666 |
|
|
2023
Q2 | $1.52M | Buy |
56,575
+47,333
| +512% | +$1.27M | ﹤0.01% | 2968 |
|
|
2023
Q1 | $181K | Buy |
9,242
+6,753
| +271% | +$132K | ﹤0.01% | 4222 |
|
|
2022
Q4 | $34.4K | Sell |
2,489
-2,063
| -45% | -$28.5K | ﹤0.01% | 4718 |
|
|
2022
Q3 | $52K | Sell |
4,552
-1,992
| -30% | -$22.8K | ﹤0.01% | 4631 |
|
|
2022
Q2 | $65K | Sell |
6,544
-1,762
| -21% | -$17.5K | ﹤0.01% | 4625 |
|
|
2022
Q1 | $74K | Sell |
8,306
-41,368
| -83% | -$369K | ﹤0.01% | 5138 |
|
|
2021
Q4 | $555K | Buy |
+49,674
| New | +$555K | ﹤0.01% | 4288 |
|