Evermay 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Hold |
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|
2025
Q1 | $121K | Hold |
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|
2024
Q4 | $132K | Hold |
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|
2024
Q3 | $159K | Hold |
|
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|
2024
Q2 | $126K | Hold |
|
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|
2024
Q1 | $146K | Sell |
|
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|
2023
Q4 | $137K | Buy |
|
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|
2023
Q3 | $114K | Hold |
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|
2023
Q2 | $138K | Hold |
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|
2023
Q1 | $134K | Hold |
|
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|
2022
Q4 | $119K | Hold |
|
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|
2022
Q3 | $95K | Hold |
|
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|
2022
Q2 | $113K | Hold |
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|
2022
Q1 | $150K | Hold |
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|
2021
Q4 | $151K | Hold |
|
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|
2021
Q3 | $149K | Sell |
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|
2021
Q2 | $192K | Buy |
|