Mark Sheptoff Financial Planning’s Cooper Companies COO Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio COO Stock Details COO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$379K	Sell	6,185 -200	-3%	-$15.8K	0.2%	67
2025 Q4	$523K	Sell	6,385 -400	-6%	-$29.9K	0.25%	59
2025 Q3	$465K	Hold	6,785	–	–	0.22%	61
2025 Q2	$483K	Hold	6,785	–	–	0.26%	58
2025 Q1	$572K	Hold	6,785	–	–	0.32%	53
2024 Q4	$624K	Hold	6,785	–	–	0.33%	51
2024 Q3	$749K	Sell	6,785 -602	-8%	-$58.6K	0.4%	50
2024 Q2	$645K	Hold	7,387	–	–	0.36%	50
2024 Q1	$749K	Sell	7,387 -861	-10%	-$83.3K	0.42%	47
2023 Q4	$780K	Sell	8,248 -140	-2%	-$11.7K	0.47%	37
2023 Q3	$667K	Sell	8,388 -136	-2%	-$12.5K	0.43%	38
2023 Q2	$817K	Sell	8,524 -800	-9%	-$75K	0.47%	39
2023 Q1	$870K	Hold	9,324	–	–	0.51%	37
2022 Q4	$771K	Hold	9,324	–	–	0.45%	42
2022 Q3	$615K	Hold	9,324	–	–	0.37%	47
2022 Q2	$730K	Hold	9,324	–	–	0.42%	45
2022 Q1	$973K	Hold	9,324	–	–	0.49%	42
2021 Q4	$976K	Hold	9,324	–	–	0.47%	40
2021 Q3	$963K	Hold	9,324	–	–	0.53%	38
2021 Q2	$924K	Hold	9,324	–	–	0.5%	39
2021 Q1	$895K	Hold	9,324	–	–	0.51%	41
2020 Q4	$847K	Hold	9,324	–	–	0.48%	44
2020 Q3	$786K	Hold	9,324	–	–	0.48%	42
2020 Q2	$661K	Sell	9,324 -280	-3%	-$20.8K	0.43%	42
2020 Q1	$662K	Hold	9,604	–	–	0.5%	39
2019 Q4	$771K	Hold	9,604	–	–	0.49%	43
2019 Q3	$713K	Hold	9,604	–	–	0.48%	43
2019 Q2	$809K	Hold	9,604	–	–	0.55%	36
2019 Q1	$711K	Hold	9,604	–	–	0.51%	41
2018 Q4	$611K	Hold	9,604	–	–	0.51%	41
2018 Q3	$665K	Hold	9,604	–	–	0.46%	44
2018 Q2	$565K	Hold	9,604	–	–	0.42%	57
2018 Q1	$549K	Buy	9,604 +4	+0%	+$233	0.38%	60
2017 Q4	$523K	Hold	9,600	–	–	0.34%	65
2017 Q3	$569K	Hold	9,600	–	–	0.38%	61
2017 Q2	$575K	Sell	9,600 -4	-0%	-$217	0.39%	62
2017 Q1	$480K	Buy	9,604 +404	+4%	+$19.2K	0.34%	68
2016 Q4	$402K	Sell	9,200 -6,000	-39%	-$262K	0.3%	73
2016 Q3	$681K	Hold	15,200	–	–	0.51%	50
2016 Q2	$652K	Sell	15,200 -400	-3%	-$16K	0.49%	53
2016 Q1	$601K	Buy	15,600 +5,600	+56%	+$193K	0.49%	47
2015 Q4	$336K	Hold	10,000	–	–	0.27%	72
2015 Q3	$372K	Hold	10,000	–	–	0.33%	65
2015 Q2	$445K	Hold	10,000	–	–	0.36%	65
2015 Q1	$469K	Hold	10,000	–	–	0.39%	61
2014 Q4	$405K	Hold	10,000	–	–	0.36%	68
2014 Q3	$389K	Hold	10,000	–	–	0.34%	73
2014 Q2	$339K	Hold	10,000	–	–	0.29%	82
2014 Q1	$343K	Buy	+10,000	New	+$321K	0.3%	77