Baker Tilly Wealth Management’s Cooper Companies COO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-7,035	Closed	-$714K	–	304
2024 Q1	$714K	Buy	7,035 +223	+3%	+$21.6K	0.13%	169
2023 Q4	$644K	Buy	6,812 +72	+1%	+$6.04K	0.11%	216
2023 Q3	$536K	Sell	6,740 -912	-12%	-$84K	0.09%	238
2023 Q2	$734K	Sell	7,652 -56	-0.7%	-$5.25K	0.08%	262
2023 Q1	$719K	Buy	7,708 +680	+10%	+$58.5K	0.08%	255
2022 Q4	$581K	Sell	7,028 -148	-2%	-$10.9K	0.07%	284
2022 Q3	$473K	Buy	7,176 +280	+4%	+$21.4K	0.06%	301
2022 Q2	$540K	Sell	6,896 -4	-0.1%	-$354	0.07%	283
2022 Q1	$720K	Sell	6,900 -476	-6%	-$47.9K	0.08%	253
2021 Q4	$773K	Buy	7,376 +2,104	+40%	+$214K	0.08%	266
2021 Q3	$545K	Buy	5,272 +1,060	+25%	+$113K	0.07%	295
2021 Q2	$417K	Buy	4,212 +1,328	+46%	+$130K	0.07%	321
2021 Q1	$277K	Buy	2,884 +648	+29%	+$61.5K	0.06%	375
2020 Q4	$203K	Buy	+2,236	New	+$192K	0.06%	323