BIM
COUP
Barton Investment Management’s Coupa Software Incorporated COUP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-192,941
| Closed | -$15.3M | – | 44 |
|
|
2022
Q4 | $15.3M | Sell |
192,941
-58,525
| -23% | -$4.63M | 3% | 10 |
|
|
2022
Q3 | $14.8M | Buy |
251,466
+30,549
| +14% | +$1.8M | 3.01% | 10 |
|
|
2022
Q2 | $12.6M | Sell |
220,917
-12,145
| -5% | -$693K | 2.55% | 12 |
|
|
2022
Q1 | $23.7M | Buy |
233,062
+5,959
| +3% | +$606K | 3% | 11 |
|
|
2021
Q4 | $35.9M | Buy |
227,103
+6,074
| +3% | +$960K | 3.12% | 10 |
|
|
2021
Q3 | $48.4M | Buy |
221,029
+3,608
| +2% | +$791K | 4.05% | 7 |
|
|
2021
Q2 | $57M | Buy |
217,421
+2,723
| +1% | +$714K | 4.68% | 6 |
|
|
2021
Q1 | $54.6M | Buy |
214,698
+1,685
| +0.8% | +$429K | 5.09% | 6 |
|
|
2020
Q4 | $72.2M | Sell |
213,013
-10
| -0% | -$3.39K | 6.2% | 6 |
|
|
2020
Q3 | $58.4M | Sell |
213,023
-550
| -0.3% | -$151K | 5.61% | 5 |
|
|
2020
Q2 | $59.2M | Buy |
213,573
+1,599
| +0.8% | +$443K | 6.02% | 5 |
|
|
2020
Q1 | $29.6M | Buy |
211,974
+7,476
| +4% | +$1.04M | 4.59% | 7 |
|
|
2019
Q4 | $29.9M | Buy |
204,498
+25,298
| +14% | +$3.7M | 4.65% | 8 |
|
|
2019
Q3 | $23.2M | Buy |
179,200
+18,920
| +12% | +$2.45M | 3.89% | 11 |
|
|
2019
Q2 | $20.3M | Buy |
160,280
+66,045
| +70% | +$8.36M | 3.03% | 11 |
|
|
2019
Q1 | $8.57M | Buy |
94,235
+78,385
| +495% | +$7.13M | 1.43% | 11 |
|
|
2018
Q4 | $996K | Buy |
+15,850
| New | +$996K | 0.2% | 20 |
|