BWP
Baldwin Wealth Partners’s Cooper Companies COO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Buy |
167,391
+2,810
| +2% | +$200K | 0.81% | 38 |
|
|
2025
Q1 | $13.9M | Buy |
164,581
+50,862
| +45% | +$4.29M | 0.97% | 31 |
|
|
2024
Q4 | $10.5M | Buy |
113,719
+13,926
| +14% | +$1.28M | 0.72% | 40 |
|
|
2024
Q3 | $11M | Buy |
99,793
+4,811
| +5% | +$531K | 0.75% | 37 |
|
|
2024
Q2 | $8.29M | Sell |
94,982
-5,620
| -6% | -$491K | 0.65% | 44 |
|
|
2024
Q1 | $10.2M | Buy |
100,602
+75,779
| +305% | +$7.69M | 0.77% | 42 |
|
|
2023
Q4 | $9.39M | Buy |
+24,823
| New | +$9.39M | 0.74% | 45 |
|
|
2018
Q3 | – | Sell |
-378
| Closed | -$89K | – | 519 |
|
|
2018
Q2 | $89K | Hold |
378
| – | – | 0.01% | 264 |
|
|
2018
Q1 | $86K | Hold |
378
| – | – | 0.01% | 248 |
|
|
2017
Q4 | $82K | Hold |
378
| – | – | 0.01% | 262 |
|
|
2017
Q3 | $90K | Hold |
378
| – | – | 0.01% | 242 |
|
|
2017
Q2 | $91K | Hold |
378
| – | – | 0.01% | 246 |
|
|
2017
Q1 | $76K | Hold |
378
| – | – | 0.01% | 262 |
|
|
2016
Q4 | $66K | Hold |
378
| – | – | 0.01% | 266 |
|
|
2016
Q3 | $68K | Buy |
+378
| New | +$68K | 0.01% | 273 |
|