Baldwin Wealth Partners’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $1.75M | Sell |
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|
2025
Q2 | $11.9M | Buy |
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|
2025
Q1 | $13.9M | Buy |
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|
2024
Q4 | $10.5M | Buy |
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|
2024
Q3 | $11M | Buy |
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|
2024
Q2 | $8.29M | Sell |
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|
2024
Q1 | $10.2M | Buy |
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|
2023
Q4 | $9.39M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $89K | Hold |
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|
2018
Q1 | $86K | Hold |
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|
2017
Q4 | $82K | Hold |
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|
2017
Q3 | $90K | Hold |
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|
2017
Q2 | $91K | Hold |
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|
2017
Q1 | $76K | Hold |
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|
2016
Q4 | $66K | Hold |
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|
2016
Q3 | $68K | Buy |
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