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 |
2,504
-1,168
| -32% | -$110K | 0.02% | 216 |
|
|
2023
Q1 | $343K | Sell |
3,672
-1,144
| -24% | -$98.3K | 0.04% | 201 |
|
|
2022
Q4 | $398K | Sell |
4,816
-1,556
| -24% | -$115K | 0.04% | 182 |
|
|
2022
Q3 | $420K | Sell |
6,372
-808
| -11% | -$61.9K | 0.05% | 176 |
|
|
2022
Q2 | $562K | Buy |
7,180
+6,392
| +811% | +$566K | 0.06% | 168 |
|
|
2022
Q1 | $82K | Hold |
788
| – | – | 0.01% | 331 |
|
|
2021
Q4 | $83K | Hold |
788
| – | – | 0.01% | 357 |
|
|
2021
Q3 | $81K | Buy |
788
+64
| +9% | +$6.83K | 0.01% | 343 |
|
|
2021
Q2 | $72K | Hold |
724
| – | – | 0.01% | 343 |
|
|
2021
Q1 | $70K | Sell |
724
-5,564
| -88% | -$528K | 0.01% | 333 |
|
|
2020
Q4 | $571K | Buy |
6,288
+76
| +1% | +$6.52K | 0.08% | 151 |
|
|
2020
Q3 | $524K | Buy |
6,212
+76
| +1% | +$5.83K | 0.08% | 148 |
|
|
2020
Q2 | $435K | Buy |
6,136
+148
| +2% | +$11K | 0.07% | 158 |
|
|
2020
Q1 | $413K | Buy |
5,988
+756
| +14% | +$61.5K | 0.08% | 148 |
|
|
2019
Q4 | $420K | Buy |
5,232
+36
| +0.7% | +$2.71K | 0.07% | 166 |
|
|
2019
Q3 | $386K | Sell |
5,196
-172
| -3% | -$13.9K | 0.08% | 153 |
|
|
2019
Q2 | $452K | Sell |
5,368
-36
| -0.7% | -$2.71K | 0.09% | 148 |
|
|
2019
Q1 | $400K | Buy |
5,404
+340
| +7% | +$23.7K | 0.08% | 147 |
|
|
2018
Q4 | $322K | Buy |
5,064
+48
| +1% | +$3.11K | 0.08% | 141 |
|
|
2018
Q3 | $348K | Buy |
5,016
+360
| +8% | +$23.1K | 0.07% | 140 |
|
|
2018
Q2 | $274K | Sell |
4,656
-80
| -2% | -$4.57K | 0.06% | 170 |
|
|
2018
Q1 | $271K | Sell |
4,736
-152
| -3% | -$8.87K | 0.07% | 158 |
|
|
2017
Q4 | $266K | Sell |
4,888
-2,216
| -31% | -$130K | 0.06% | 170 |
|
|
2017
Q3 | $421K | Buy |
+7,104
| New | +$434K | 0.11% | 136 |
|
Other funds holding COO
VAM
GIM
