EverSource Wealth Advisors’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 | $412K | Sell |
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|
2025
Q1 | $550K | Buy |
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|
2024
Q4 | $579K | Buy |
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|
2024
Q3 | $638K | Buy |
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|
2024
Q2 | $524K | Buy |
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|
2024
Q1 | $476K | Buy |
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|
2023
Q4 | $463K | Buy |
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|
2023
Q3 | $381K | Sell |
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|
2023
Q2 | $472K | Sell |
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|
2023
Q1 | $464K | Sell |
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|
2022
Q4 | $414K | Sell |
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|
2022
Q3 | $490K | Sell |
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|
2022
Q2 | $614K | Buy |
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|
2022
Q1 | $784K | Buy |
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|
2021
Q4 | $365K | Buy |
|