EWM
Evermay Wealth Management’s Cooper Companies COO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Hold |
1,440
| – | – | 0.01% | 265 |
|
|
2025
Q1 | $121K | Hold |
1,440
| – | – | 0.02% | 237 |
|
|
2024
Q4 | $132K | Hold |
1,440
| – | – | 0.02% | 230 |
|
|
2024
Q3 | $159K | Hold |
1,440
| – | – | 0.03% | 220 |
|
|
2024
Q2 | $126K | Hold |
1,440
| – | – | 0.02% | 239 |
|
|
2024
Q1 | $146K | Buy |
1,440
+1,079
| +299% | +$109K | 0.02% | 226 |
|
|
2023
Q4 | $137K | Buy |
361
+1
| +0.3% | +$378 | 0.03% | 214 |
|
|
2023
Q3 | $114K | Hold |
360
| – | – | 0.02% | 222 |
|
|
2023
Q2 | $138K | Hold |
360
| – | – | 0.03% | 212 |
|
|
2023
Q1 | $134K | Hold |
360
| – | – | 0.03% | 208 |
|
|
2022
Q4 | $119K | Hold |
360
| – | – | 0.02% | 209 |
|
|
2022
Q3 | $95K | Hold |
360
| – | – | 0.02% | 222 |
|
|
2022
Q2 | $113K | Hold |
360
| – | – | 0.02% | 210 |
|
|
2022
Q1 | $150K | Hold |
360
| – | – | 0.03% | 213 |
|
|
2021
Q4 | $151K | Hold |
360
| – | – | 0.03% | 191 |
|
|
2021
Q3 | $149K | Sell |
360
-125
| -26% | -$51.7K | 0.03% | 188 |
|
|
2021
Q2 | $192K | Buy |
+485
| New | +$192K | 0.04% | 175 |
|