Congress Wealth Management’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10M | Sell |
140,687
-17,937
| -11% | -$1.28M | 0.1% | 246 |
|
|
2025
Q1 | $13.4M | Sell |
158,624
-492
| -0.3% | -$41.5K | 0.16% | 162 |
|
|
2024
Q4 | $14.6M | Sell |
159,116
-1,907
| -1% | -$175K | 0.2% | 145 |
|
|
2024
Q3 | $17.8M | Buy |
161,023
+455
| +0.3% | +$50.2K | 0.24% | 119 |
|
|
2024
Q2 | $14M | Buy |
160,568
+3,603
| +2% | +$315K | 0.22% | 130 |
|
|
2024
Q1 | $15.9M | Buy |
156,965
+4,769
| +3% | +$484K | 0.28% | 100 |
|
|
2023
Q4 | $14.4M | Buy |
152,196
+2,992
| +2% | +$283K | 0.26% | 105 |
|
|
2023
Q3 | $11.9M | Buy |
149,204
+3,200
| +2% | +$254K | 0.25% | 120 |
|
|
2023
Q2 | $14M | Sell |
146,004
-832
| -0.6% | -$79.8K | 0.32% | 76 |
|
|
2023
Q1 | $13.7M | Buy |
146,836
+7,124
| +5% | +$665K | 0.33% | 67 |
|
|
2022
Q4 | $11.6M | Sell |
139,712
-496
| -0.4% | -$41K | 0.3% | 94 |
|
|
2022
Q3 | $9.25M | Buy |
140,208
+9,720
| +7% | +$641K | 0.25% | 122 |
|
|
2022
Q2 | $10.2M | Buy |
130,488
+1,520
| +1% | +$119K | 0.26% | 109 |
|
|
2022
Q1 | $13.5M | Buy |
128,968
+6,856
| +6% | +$716K | 0.29% | 89 |
|
|
2021
Q4 | $12.8M | Buy |
+122,112
| New | +$12.8M | 0.25% | 106 |
|