BerganKDV Wealth Management’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $240K | Sell |
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|
2023
Q1 | $343K | Sell |
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|
2022
Q4 | $398K | Sell |
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|
2022
Q3 | $420K | Sell |
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|
2022
Q2 | $562K | Buy |
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|
2022
Q1 | $82K | Hold |
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|
2021
Q4 | $83K | Hold |
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|
2021
Q3 | $81K | Buy |
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|
2021
Q2 | $72K | Hold |
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|
2021
Q1 | $70K | Sell |
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|
2020
Q4 | $571K | Buy |
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|
2020
Q3 | $524K | Buy |
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|
2020
Q2 | $435K | Buy |
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|
2020
Q1 | $413K | Buy |
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|
2019
Q4 | $420K | Buy |
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|
2019
Q3 | $386K | Sell |
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|
2019
Q2 | $452K | Sell |
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|
2019
Q1 | $400K | Buy |
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|
2018
Q4 | $322K | Buy |
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|
2018
Q3 | $348K | Buy |
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|
2018
Q2 | $274K | Sell |
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|
2018
Q1 | $271K | Sell |
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|
2017
Q4 | $266K | Sell |
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|
2017
Q3 | $421K | Buy |
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