Arkadios Wealth Advisors’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,346
| Closed | -$216K | – | 1116 |
|
|
2024
Q4 | $216K | Sell |
2,346
-164
| -7% | -$15.1K | 0.01% | 835 |
|
|
2024
Q3 | $277K | Buy |
+2,510
| New | +$277K | 0.02% | 737 |
|
|
2021
Q3 | – | Sell |
-176
| Closed | -$17K | – | 1895 |
|
|
2021
Q2 | $17K | Hold |
176
| – | – | ﹤0.01% | 1348 |
|
|
2021
Q1 | $16K | Hold |
176
| – | – | ﹤0.01% | 1042 |
|
|
2020
Q4 | $15K | Buy |
+176
| New | +$15K | ﹤0.01% | 838 |
|