Beacon Investment Advisory Services’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,393
| Closed | -$202K | – | 254 |
|
|
2025
Q1 | $202K | Buy |
2,393
+101
| +4% | +$8.52K | 0.01% | 228 |
|
|
2024
Q4 | $211K | Hold |
2,292
| – | – | 0.01% | 240 |
|
|
2024
Q3 | $253K | Hold |
2,292
| – | – | 0.01% | 231 |
|
|
2024
Q2 | $200K | Hold |
2,292
| – | – | 0.01% | 255 |
|
|
2024
Q1 | $233K | Hold |
2,292
| – | – | 0.01% | 247 |
|
|
2023
Q4 | $217K | Buy |
+2,292
| New | +$217K | 0.01% | 253 |
|
|
2023
Q3 | – | Sell |
-2,268
| Closed | -$217K | – | 274 |
|
|
2023
Q2 | $217K | Hold |
2,268
| – | – | 0.01% | 263 |
|
|
2023
Q1 | $212K | Buy |
+2,268
| New | +$212K | 0.01% | 263 |
|
|
2022
Q2 | – | Sell |
-2,296
| Closed | -$240K | – | 288 |
|
|
2022
Q1 | $240K | Sell |
2,296
-68
| -3% | -$7.11K | 0.01% | 272 |
|
|
2021
Q4 | $248K | Hold |
2,364
| – | – | 0.01% | 274 |
|
|
2021
Q3 | $244K | Buy |
2,364
+44
| +2% | +$4.54K | 0.01% | 273 |
|
|
2021
Q2 | $230K | Hold |
2,320
| – | – | 0.01% | 286 |
|
|
2021
Q1 | $223K | Sell |
2,320
-52
| -2% | -$5K | 0.01% | 281 |
|
|
2020
Q4 | $215K | Hold |
2,372
| – | – | 0.01% | 263 |
|
|
2020
Q3 | $200K | Buy |
+2,372
| New | +$200K | 0.01% | 243 |
|
|
2019
Q4 | – | Sell |
-2,824
| Closed | -$210K | – | 247 |
|
|
2019
Q3 | $210K | Hold |
2,824
| – | – | 0.02% | 225 |
|
|
2019
Q2 | $238K | Sell |
2,824
-12
| -0.4% | -$1.01K | 0.03% | 211 |
|
|
2019
Q1 | $210K | Buy |
+2,836
| New | +$210K | 0.02% | 216 |
|