Geneos Wealth 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 | $12.4K | Sell |
174
-392
| -69% | -$27.9K | ﹤0.01% | 2236 |
|
|
2025
Q1 | $47.7K | Buy |
566
+431
| +319% | +$36.4K | ﹤0.01% | 1943 |
|
|
2024
Q4 | $12.4K | Sell |
135
-11
| -8% | -$1.01K | ﹤0.01% | 1963 |
|
|
2024
Q3 | $16.1K | Buy |
+146
| New | +$16.1K | ﹤0.01% | 1641 |
|
|
2021
Q2 | – | Sell |
-1,708
| Closed | -$175K | – | 2895 |
|
|
2021
Q1 | $175K | Buy |
+1,708
| New | +$175K | ﹤0.01% | 1027 |
|
|
2019
Q3 | – | Sell |
-2,644
| Closed | -$226K | – | 2494 |
|
|
2019
Q2 | $226K | Buy |
2,644
+248
| +10% | +$21.2K | 0.01% | 624 |
|
|
2019
Q1 | $177K | Buy |
2,396
+112
| +5% | +$8.27K | 0.01% | 683 |
|
|
2018
Q4 | $142K | Buy |
2,284
+928
| +68% | +$57.7K | 0.01% | 718 |
|
|
2018
Q3 | $93K | Buy |
1,356
+316
| +30% | +$21.7K | 0.01% | 913 |
|
|
2018
Q2 | $61K | Buy |
1,040
+56
| +6% | +$3.29K | ﹤0.01% | 960 |
|
|
2018
Q1 | $56K | Buy |
984
+244
| +33% | +$13.9K | ﹤0.01% | 955 |
|
|
2017
Q4 | $40K | Buy |
740
+136
| +23% | +$7.35K | ﹤0.01% | 1101 |
|
|
2017
Q3 | $35K | Buy |
604
+400
| +196% | +$23.2K | ﹤0.01% | 1105 |
|
|
2017
Q2 | $12K | Buy |
204
+144
| +240% | +$8.47K | ﹤0.01% | 1461 |
|
|
2017
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 1864 |
|
|
2016
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 1831 |
|
|
2016
Q3 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 1754 |
|