JFS Wealth Advisors’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 | $1.78K | Sell |
25
-73
| -74% | -$5.2K | ﹤0.01% | 1423 |
|
|
2025
Q1 | $8.27K | Buy |
98
+15
| +18% | +$1.27K | ﹤0.01% | 939 |
|
|
2024
Q4 | $7.63K | Sell |
83
-2
| -2% | -$184 | ﹤0.01% | 955 |
|
|
2024
Q3 | $9.39K | Buy |
85
+13
| +18% | +$1.44K | ﹤0.01% | 876 |
|
|
2024
Q2 | $6.29K | Hold |
72
| – | – | ﹤0.01% | 968 |
|
|
2024
Q1 | $7.32K | Hold |
72
| – | – | ﹤0.01% | 928 |
|
|
2023
Q4 | $6.82K | Buy |
72
+4
| +6% | +$379 | ﹤0.01% | 932 |
|
|
2023
Q3 | $5.41K | Hold |
68
| – | – | ﹤0.01% | 963 |
|
|
2023
Q2 | $6.53K | Sell |
68
-4
| -6% | -$384 | ﹤0.01% | 889 |
|
|
2023
Q1 | $6.73K | Buy |
72
+4
| +6% | +$374 | ﹤0.01% | 880 |
|
|
2022
Q4 | $5.63K | Sell |
68
-532
| -89% | -$44K | ﹤0.01% | 949 |
|
|
2022
Q3 | $40K | Buy |
600
+32
| +6% | +$2.13K | ﹤0.01% | 423 |
|
|
2022
Q2 | $44K | Sell |
568
-20
| -3% | -$1.55K | ﹤0.01% | 417 |
|
|
2022
Q1 | $61K | Buy |
588
+28
| +5% | +$2.91K | 0.01% | 380 |
|
|
2021
Q4 | $59K | Buy |
+560
| New | +$59K | 0.01% | 396 |
|
|
2018
Q2 | – | Sell |
-64
| Closed | -$4K | – | 480 |
|
|
2018
Q1 | $4K | Hold |
64
| – | – | ﹤0.01% | 431 |
|
|
2017
Q4 | $3K | Buy |
+64
| New | +$3K | ﹤0.01% | 459 |
|