J.P. Morgan Private Wealth Advisors’s Cooper Companies COO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $603K | Buy |
7,588
+512
| +7% | +$40.7K | ﹤0.01% | 1167 |
|
|
2023
Q2 | $678K | Sell |
7,076
-2,324
| -25% | -$223K | ﹤0.01% | 909 |
|
|
2023
Q1 | $877K | Buy |
9,400
+160
| +2% | +$14.9K | ﹤0.01% | 1222 |
|
|
2022
Q4 | $764K | Buy |
9,240
+1,752
| +23% | +$145K | ﹤0.01% | 1280 |
|
|
2022
Q3 | $494K | Buy |
7,488
+144
| +2% | +$9.5K | ﹤0.01% | 1461 |
|
|
2022
Q2 | $575K | Buy |
7,344
+464
| +7% | +$36.3K | ﹤0.01% | 1402 |
|
|
2022
Q1 | $718K | Sell |
6,880
-1,440
| -17% | -$150K | ﹤0.01% | 1364 |
|
|
2021
Q4 | $871K | Buy |
8,320
+1,428
| +21% | +$149K | ﹤0.01% | 1314 |
|
|
2021
Q3 | $712K | Buy |
6,892
+216
| +3% | +$22.3K | ﹤0.01% | 1367 |
|
|
2021
Q2 | $661K | Sell |
6,676
-352
| -5% | -$34.9K | ﹤0.01% | 1378 |
|
|
2021
Q1 | $675K | Sell |
7,028
-2,452
| -26% | -$236K | ﹤0.01% | 1209 |
|
|
2020
Q4 | $861K | Sell |
9,480
-5,144
| -35% | -$467K | ﹤0.01% | 1063 |
|
|
2020
Q3 | $1.23M | Buy |
14,624
+7,752
| +113% | +$654K | ﹤0.01% | 809 |
|
|
2020
Q2 | $487K | Buy |
6,872
+2,204
| +47% | +$156K | ﹤0.01% | 1113 |
|
|
2020
Q1 | $322K | Sell |
4,668
-28
| -0.6% | -$1.93K | ﹤0.01% | 1102 |
|
|
2019
Q4 | $377K | Sell |
4,696
-64
| -1% | -$5.14K | ﹤0.01% | 1147 |
|
|
2019
Q3 | $353K | Buy |
+4,760
| New | +$353K | ﹤0.01% | 1127 |
|
|
2019
Q2 | – | Sell |
-88,812
| Closed | -$6.58M | – | 1388 |
|
|
2019
Q1 | $6.58M | Buy |
88,812
+11,656
| +15% | +$863K | 0.03% | 347 |
|
|
2018
Q4 | $4.91M | Sell |
77,156
-8,452
| -10% | -$538K | 0.03% | 363 |
|
|
2018
Q3 | $5.93M | Sell |
85,608
-1,212
| -1% | -$84K | 0.03% | 388 |
|
|
2018
Q2 | $5.11M | Buy |
86,820
+364
| +0.4% | +$21.4K | 0.03% | 394 |
|
|
2018
Q1 | $4.95M | Buy |
86,456
+1,736
| +2% | +$99.3K | 0.03% | 324 |
|
|
2017
Q4 | $4.61M | Buy |
84,720
+6,172
| +8% | +$336K | 0.03% | 340 |
|
|
2017
Q3 | $4.66M | Buy |
78,548
+792
| +1% | +$46.9K | 0.03% | 329 |
|
|
2017
Q2 | $4.65M | Buy |
77,756
+160
| +0.2% | +$9.58K | 0.04% | 308 |
|
|
2017
Q1 | $3.88M | Sell |
77,596
-996
| -1% | -$49.8K | 0.03% | 344 |
|
|
2016
Q4 | $3.44M | Buy |
78,592
+4,560
| +6% | +$199K | 0.03% | 338 |
|
|
2016
Q3 | $3.32M | Hold |
74,032
| – | – | 0.03% | 340 |
|
|
2016
Q2 | $3.18M | Sell |
74,032
-56,132
| -43% | -$2.41M | 0.03% | 347 |
|
|
2016
Q1 | $5.01M | Buy |
130,164
+64,404
| +98% | +$2.48M | 0.05% | 249 |
|
|
2015
Q4 | $2.21M | Buy |
65,760
+3,264
| +5% | +$109K | 0.02% | 350 |
|
|
2015
Q3 | $2.33M | Sell |
62,496
-9,568
| -13% | -$356K | 0.03% | 311 |
|
|
2015
Q2 | $3.21M | Sell |
72,064
-72
| -0.1% | -$3.2K | 0.04% | 298 |
|
|
2015
Q1 | $3.38M | Sell |
72,136
-356
| -0.5% | -$16.7K | 0.04% | 294 |
|
|
2014
Q4 | $2.94M | Buy |
72,492
+8,496
| +13% | +$344K | 0.04% | 313 |
|
|
2014
Q3 | $2.49M | Buy |
+63,996
| New | +$2.49M | 0.03% | 336 |
|