Avion Wealth’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Buy |
18
+13
| +260% | +$722 | ﹤0.01% | 930 |
|
|
2025
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1069 |
|
|
2024
Q4 | – | Sell |
-5
| Closed | – | – | 1048 |
|
|
2024
Q3 | $0 | Sell |
5
-5
| -50% | – | ﹤0.01% | 1054 |
|
|
2024
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 971 |
|
|
2023
Q4 | – | Sell |
-16
| Closed | -$1K | – | 1113 |
|
|
2023
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 590 |
|
|
2023
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 539 |
|