Lido 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 | $248K | Buy |
3,482
+1,051
| +43% | +$74.8K | ﹤0.01% | 1279 |
|
|
2025
Q1 | $205K | Sell |
2,431
-933
| -28% | -$78.7K | ﹤0.01% | 1277 |
|
|
2024
Q4 | $309K | Buy |
3,364
+419
| +14% | +$38.5K | ﹤0.01% | 1095 |
|
|
2024
Q3 | $325K | Sell |
2,945
-3,729
| -56% | -$412K | ﹤0.01% | 1014 |
|
|
2024
Q2 | $583K | Buy |
6,674
+156
| +2% | +$13.6K | ﹤0.01% | 792 |
|
|
2024
Q1 | $661K | Buy |
6,518
+2,206
| +51% | +$224K | ﹤0.01% | 727 |
|
|
2023
Q4 | $408K | Buy |
4,312
+628
| +17% | +$59.4K | ﹤0.01% | 835 |
|
|
2023
Q3 | $293K | Buy |
3,684
+28
| +0.8% | +$2.23K | ﹤0.01% | 829 |
|
|
2023
Q2 | $351K | Buy |
+3,656
| New | +$351K | ﹤0.01% | 773 |
|
|
2019
Q3 | – | Sell |
-2,492
| Closed | -$209K | – | 520 |
|
|
2019
Q2 | $209K | Sell |
2,492
-492
| -16% | -$41.3K | 0.01% | 459 |
|
|
2019
Q1 | $220K | Buy |
+2,984
| New | +$220K | 0.01% | 433 |
|