Heritage Wealth Management (Arizona)’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $430K | Sell |
4,931
-562
| -10% | -$49.1K | 0.24% | 87 |
|
|
2024
Q1 | $557K | Sell |
5,493
-203
| -4% | -$20.6K | 0.28% | 75 |
|
|
2023
Q4 | $539K | Buy |
+5,696
| New | +$539K | 0.29% | 75 |
|
|
2022
Q4 | $1.3M | Buy |
15,728
+10,300
| +190% | +$851K | 0.19% | 90 |
|
|
2022
Q3 | $358K | Sell |
5,428
-8
| -0.1% | -$528 | 0.12% | 127 |
|
|
2022
Q2 | $426K | Buy |
5,436
+652
| +14% | +$51K | 0.14% | 110 |
|
|
2022
Q1 | $499K | Buy |
+4,784
| New | +$499K | 0.13% | 111 |
|
|
2021
Q3 | $243K | Buy |
2,348
+388
| +20% | +$40.2K | 0.09% | 182 |
|
|
2021
Q2 | $194K | Buy |
1,960
+692
| +55% | +$68.5K | 0.07% | 230 |
|
|
2021
Q1 | $122K | Buy |
+1,268
| New | +$122K | 0.07% | 222 |
|