EP Wealth Advisors’s Cooper Companies COO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $645K | Sell |
9,063
-3,237
| -26% | -$230K | ﹤0.01% | 686 |
|
|
2025
Q1 | $1.04M | Buy |
12,300
+7,862
| +177% | +$663K | 0.01% | 491 |
|
|
2024
Q4 | $408K | Buy |
4,438
+194
| +5% | +$17.8K | ﹤0.01% | 758 |
|
|
2024
Q3 | $468K | Sell |
4,244
-98
| -2% | -$10.8K | ﹤0.01% | 712 |
|
|
2024
Q2 | $379K | Sell |
4,342
-60
| -1% | -$5.24K | ﹤0.01% | 596 |
|
|
2024
Q1 | $447K | Buy |
4,402
+114
| +3% | +$11.6K | 0.01% | 534 |
|
|
2023
Q4 | $406K | Buy |
+4,288
| New | +$406K | 0.01% | 541 |
|