GeoWealth 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
Q1 | – | Sell |
-287
| Closed | -$26.4K | – | 1214 |
|
|
2024
Q4 | $26.4K | Sell |
287
-77
| -21% | -$7.08K | ﹤0.01% | 1317 |
|
|
2024
Q3 | $40.2K | Buy |
+364
| New | +$40.2K | ﹤0.01% | 1136 |
|
|
2024
Q2 | – | Sell |
-1,694
| Closed | -$172K | – | 873 |
|
|
2024
Q1 | $172K | Buy |
+1,694
| New | +$172K | 0.01% | 715 |
|