Copeland Capital Management’s P10 PX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.3K | Buy |
5,313
+748
| +16% | +$7.64K | ﹤0.01% | 201 |
|
|
2025
Q1 | $53.6K | Sell |
4,565
-891
| -16% | -$10.5K | ﹤0.01% | 186 |
|
|
2024
Q4 | $68.8K | Buy |
5,456
+82
| +2% | +$1.03K | ﹤0.01% | 167 |
|
|
2024
Q3 | $57.6K | Buy |
+5,374
| New | +$57.6K | ﹤0.01% | 170 |
|
|
2024
Q2 | – | Sell |
-3,636
| Closed | -$30.6K | – | 221 |
|
|
2024
Q1 | $30.6K | Buy |
3,636
+1,182
| +48% | +$9.95K | ﹤0.01% | 185 |
|
|
2023
Q4 | $25.1K | Sell |
2,454
-434
| -15% | -$4.44K | ﹤0.01% | 197 |
|
|
2023
Q3 | $33.6K | Buy |
2,888
+24
| +0.8% | +$280 | ﹤0.01% | 155 |
|
|
2023
Q2 | $32.4K | Buy |
+2,864
| New | +$32.4K | ﹤0.01% | 166 |
|