Carson Wealth (CWM LLC)’s Cooper Companies COO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Sell |
3,417
-216
| -6% | -$15.4K | ﹤0.01% | 2005 |
|
|
2025
Q1 | $306K | Sell |
3,633
-838
| -19% | -$70.6K | ﹤0.01% | 1658 |
|
|
2024
Q4 | $411K | Sell |
4,471
-722
| -14% | -$66.4K | ﹤0.01% | 1463 |
|
|
2024
Q3 | $573K | Buy |
5,193
+1,370
| +36% | +$151K | ﹤0.01% | 1264 |
|
|
2024
Q2 | $334K | Buy |
3,823
+186
| +5% | +$16.3K | ﹤0.01% | 1348 |
|
|
2024
Q1 | $369K | Buy |
3,637
+513
| +16% | +$52K | ﹤0.01% | 1240 |
|
|
2023
Q4 | $296K | Buy |
3,124
+440
| +16% | +$41.7K | ﹤0.01% | 1251 |
|
|
2023
Q3 | $213K | Buy |
2,684
+296
| +12% | +$23.5K | ﹤0.01% | 1286 |
|
|
2023
Q2 | $229K | Buy |
2,388
+280
| +13% | +$26.9K | ﹤0.01% | 1200 |
|
|
2023
Q1 | $197K | Buy |
2,108
+252
| +14% | +$23.6K | ﹤0.01% | 1202 |
|
|
2022
Q4 | $153K | Sell |
1,856
-264
| -12% | -$21.8K | ﹤0.01% | 1198 |
|
|
2022
Q3 | $140K | Buy |
2,120
+804
| +61% | +$53.1K | ﹤0.01% | 1184 |
|
|
2022
Q2 | $103K | Buy |
1,316
+420
| +47% | +$32.9K | ﹤0.01% | 1303 |
|
|
2022
Q1 | $94K | Buy |
896
+160
| +22% | +$16.8K | ﹤0.01% | 1345 |
|
|
2021
Q4 | $77K | Buy |
+736
| New | +$77K | ﹤0.01% | 1400 |
|
|
2021
Q2 | $53K | Hold |
536
| – | – | ﹤0.01% | 1373 |
|
|
2021
Q1 | $53K | Hold |
536
| – | – | ﹤0.01% | 1373 |
|
|
2020
Q4 | $53K | Hold |
536
| – | – | ﹤0.01% | 1373 |
|
|
2020
Q3 | $53K | Hold |
536
| – | – | ﹤0.01% | 1373 |
|
|
2020
Q2 | $53K | Hold |
536
| – | – | ﹤0.01% | 1373 |
|
|
2020
Q1 | $53K | Hold |
536
| – | – | ﹤0.01% | 1373 |
|
|
2019
Q4 | $53K | Hold |
536
| – | – | ﹤0.01% | 1373 |
|
|
2019
Q3 | $53K | Hold |
536
| – | – | ﹤0.01% | 1373 |
|
|
2019
Q2 | $53K | Hold |
536
| – | – | ﹤0.01% | 1373 |
|
|
2019
Q1 | $53K | Sell |
536
-185,604
| -100% | -$18.4M | ﹤0.01% | 1373 |
|
|
2018
Q4 | $11.8M | Sell |
186,140
-63,072
| -25% | -$4.01M | 0.3% | 78 |
|
|
2018
Q3 | $17.3M | Buy |
249,212
+65,332
| +36% | +$4.53M | 0.44% | 58 |
|
|
2018
Q2 | $10.8M | Buy |
+183,880
| New | +$10.8M | 0.36% | 71 |
|
|
2018
Q1 | – | Sell |
-60
| Closed | -$3K | – | 1424 |
|
|
2017
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 1186 |
|
|
2017
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 1124 |
|
|
2017
Q2 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 906 |
|