Beacon Investment Advisory Services’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
Q2 | – | Sell |
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|
2025
Q1 | $202K | Buy |
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|
2024
Q4 | $211K | Hold |
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|
2024
Q3 | $253K | Hold |
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|
2024
Q2 | $200K | Hold |
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|
2024
Q1 | $233K | Hold |
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|
2023
Q4 | $217K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $217K | Hold |
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|
2023
Q1 | $212K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $240K | Sell |
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|
2021
Q4 | $248K | Hold |
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|
2021
Q3 | $244K | Buy |
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|
2021
Q2 | $230K | Hold |
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|
2021
Q1 | $223K | Sell |
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|
2020
Q4 | $215K | Hold |
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|
2020
Q3 | $200K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $210K | Hold |
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|
2019
Q2 | $238K | Sell |
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|
2019
Q1 | $210K | Buy |
|