Integrated Wealth Concepts’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 | $518K | Sell |
7,285
-2,143
| -23% | -$153K | 0.01% | 1252 |
|
|
2025
Q1 | $795K | Sell |
9,428
-44
| -0.5% | -$3.71K | 0.01% | 926 |
|
|
2024
Q4 | $871K | Sell |
9,472
-535
| -5% | -$49.2K | 0.01% | 883 |
|
|
2024
Q3 | $1.1M | Sell |
10,007
-313
| -3% | -$34.5K | 0.01% | 759 |
|
|
2024
Q2 | $901K | Sell |
10,320
-846
| -8% | -$73.9K | 0.01% | 806 |
|
|
2024
Q1 | $1.13M | Buy |
11,166
+150
| +1% | +$15.2K | 0.02% | 702 |
|
|
2023
Q4 | $1.04M | Buy |
11,016
+1,116
| +11% | +$106K | 0.02% | 713 |
|
|
2023
Q3 | $787K | Buy |
9,900
+40
| +0.4% | +$3.18K | 0.01% | 793 |
|
|
2023
Q2 | $945K | Buy |
+9,860
| New | +$945K | 0.02% | 704 |
|