Bogart Wealth LLC’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
Q3 | $137 | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $506 | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $7K | Buy |
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|
2020
Q1 | – | Hold |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $10K | Buy |
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|
2019
Q2 | $10K | Hold |
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|
2019
Q1 | $8K | Hold |
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|
2018
Q4 | $7K | Buy |
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|
2018
Q3 | $7K | Hold |
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|
2018
Q2 | $5K | Sell |
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|
2018
Q1 | $8K | Hold |
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|
2017
Q4 | $8K | Hold |
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|
2017
Q3 | $8K | Buy |
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