Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,488
| Closed | -$330K | – | 23 |
|
|
2023
Q4 | $330K | Hold |
3,488
| – | – | 0.05% | 117 |
|
|
2023
Q3 | $277K | Sell |
3,488
-84
| -2% | -$6.68K | 0.04% | 121 |
|
|
2023
Q2 | $342K | Hold |
3,572
| – | – | 0.05% | 114 |
|
|
2023
Q1 | $333K | Hold |
3,572
| – | – | 0.05% | 114 |
|
|
2022
Q4 | $295K | Hold |
3,572
| – | – | 0.04% | 147 |
|
|
2022
Q3 | $236K | Hold |
3,572
| – | – | 0.04% | 154 |
|
|
2022
Q2 | $280K | Buy |
3,572
+84
| +2% | +$6.59K | 0.05% | 92 |
|
|
2022
Q1 | $364K | Hold |
3,488
| – | – | 0.06% | 76 |
|
|
2021
Q4 | $365K | Hold |
3,488
| – | – | 0.06% | 78 |
|
|
2021
Q3 | $360K | Sell |
3,488
-488
| -12% | -$50.4K | 0.17% | 52 |
|
|
2021
Q2 | $393K | Hold |
3,976
| – | – | 0.2% | 53 |
|
|
2021
Q1 | $381K | Hold |
3,976
| – | – | 0.24% | 49 |
|
|
2020
Q4 | $361K | Buy |
+3,976
| New | +$361K | 0.26% | 47 |
|