Copeland Capital Management’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Sell |
14,463
-528
| -4% | -$47.2K | 0.03% | 122 |
|
|
2025
Q1 | $1.14M | Sell |
14,991
-2,576
| -15% | -$195K | 0.02% | 124 |
|
|
2024
Q4 | $1.36M | Sell |
17,567
-801
| -4% | -$61.9K | 0.03% | 121 |
|
|
2024
Q3 | $1.34M | Sell |
18,368
-540
| -3% | -$39.4K | 0.02% | 125 |
|
|
2024
Q2 | $1.14M | Buy |
18,908
+492
| +3% | +$29.6K | 0.02% | 126 |
|
|
2024
Q1 | $1.16M | Buy |
18,416
+16,157
| +715% | +$1.02M | 0.02% | 127 |
|
|
2023
Q4 | $131K | Buy |
2,259
+2,192
| +3,272% | +$127K | ﹤0.01% | 140 |
|
|
2023
Q3 | $3.26K | Buy |
+67
| New | +$3.26K | ﹤0.01% | 238 |
|