Axxcess Wealth Management’s Cooper Companies COO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530K | Buy |
7,454
+72
| +1% | +$5.12K | 0.01% | 581 |
|
|
2025
Q1 | $623K | Buy |
7,382
+140
| +2% | +$11.8K | 0.02% | 496 |
|
|
2024
Q4 | $666K | Sell |
7,242
-44
| -0.6% | -$4.05K | 0.02% | 486 |
|
|
2024
Q3 | $804K | Sell |
7,286
-899
| -11% | -$99.2K | 0.02% | 440 |
|
|
2024
Q2 | $715K | Sell |
8,185
-26
| -0.3% | -$2.27K | 0.02% | 446 |
|
|
2024
Q1 | $833K | Sell |
8,211
-33
| -0.4% | -$3.35K | 0.02% | 414 |
|
|
2023
Q4 | $780K | Buy |
8,244
+3,916
| +90% | +$370K | 0.02% | 407 |
|
|
2023
Q3 | $344K | Sell |
4,328
-4,296
| -50% | -$342K | 0.01% | 566 |
|
|
2023
Q2 | $827K | Sell |
8,624
-700
| -8% | -$67.1K | 0.06% | 258 |
|
|
2023
Q1 | $870K | Buy |
9,324
+24
| +0.3% | +$2.24K | 0.07% | 251 |
|
|
2022
Q4 | $769K | Buy |
+9,300
| New | +$769K | 0.06% | 272 |
|
|
2022
Q3 | – | Sell |
-5,208
| Closed | -$408K | – | 557 |
|
|
2022
Q2 | $408K | Sell |
5,208
-3,340
| -39% | -$262K | 0.04% | 340 |
|
|
2022
Q1 | $892K | Buy |
8,548
+248
| +3% | +$25.9K | 0.07% | 238 |
|
|
2021
Q4 | $869K | Buy |
+8,300
| New | +$869K | 0.06% | 238 |
|