BTWM
Baker Tilly Wealth Management’s Cooper Companies COO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,035
| Closed | -$714K | – | 304 |
|
|
2024
Q1 | $714K | Buy |
7,035
+5,332
| +313% | +$541K | 0.13% | 169 |
|
|
2023
Q4 | $644K | Buy |
1,703
+18
| +1% | +$6.81K | 0.11% | 216 |
|
|
2023
Q3 | $536K | Sell |
1,685
-228
| -12% | -$72.5K | 0.09% | 238 |
|
|
2023
Q2 | $734K | Sell |
1,913
-14
| -0.7% | -$5.37K | 0.08% | 262 |
|
|
2023
Q1 | $719K | Buy |
1,927
+170
| +10% | +$63.5K | 0.08% | 255 |
|
|
2022
Q4 | $581K | Sell |
1,757
-37
| -2% | -$12.2K | 0.07% | 283 |
|
|
2022
Q3 | $473K | Buy |
1,794
+70
| +4% | +$18.5K | 0.06% | 300 |
|
|
2022
Q2 | $540K | Sell |
1,724
-1
| -0.1% | -$313 | 0.07% | 283 |
|
|
2022
Q1 | $720K | Sell |
1,725
-119
| -6% | -$49.7K | 0.08% | 253 |
|
|
2021
Q4 | $773K | Buy |
1,844
+526
| +40% | +$220K | 0.08% | 266 |
|
|
2021
Q3 | $545K | Buy |
1,318
+265
| +25% | +$110K | 0.07% | 295 |
|
|
2021
Q2 | $417K | Buy |
1,053
+332
| +46% | +$131K | 0.07% | 321 |
|
|
2021
Q1 | $277K | Buy |
721
+162
| +29% | +$62.2K | 0.06% | 375 |
|
|
2020
Q4 | $203K | Buy |
+559
| New | +$203K | 0.06% | 323 |
|