Forum Financial Management’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Sell |
4,913
-520
| -10% | -$37K | 0.01% | 575 |
|
|
2025
Q1 | $458K | Buy |
5,433
+1,593
| +41% | +$134K | 0.01% | 406 |
|
|
2024
Q4 | $353K | Buy |
3,840
+1,988
| +107% | +$183K | 0.01% | 522 |
|
|
2024
Q3 | $204K | Buy |
+1,852
| New | +$204K | ﹤0.01% | 714 |
|
|
2024
Q1 | – | Sell |
-2,128
| Closed | -$201K | – | 745 |
|
|
2023
Q4 | $201K | Buy |
+2,128
| New | +$201K | ﹤0.01% | 643 |
|
|
2023
Q3 | – | Sell |
-2,128
| Closed | -$204K | – | 648 |
|
|
2023
Q2 | $204K | Buy |
+2,128
| New | +$204K | ﹤0.01% | 608 |
|