Curi Wealth Management’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $330K | Hold |
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|
2023
Q3 | $277K | Sell |
|
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|
2023
Q2 | $342K | Hold |
|
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|
2023
Q1 | $333K | Hold |
|
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|
2022
Q4 | $295K | Hold |
|
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|
2022
Q3 | $236K | Hold |
|
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|
2022
Q2 | $280K | Buy |
|
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|
2022
Q1 | $364K | Hold |
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|
2021
Q4 | $365K | Hold |
|
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|
2021
Q3 | $360K | Sell |
|
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|
2021
Q2 | $393K | Hold |
|
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|
2021
Q1 | $381K | Hold |
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|
2020
Q4 | $361K | Buy |
|