Mather Group’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 | – | Sell |
-2,332
| Closed | -$197K | – | 829 |
|
|
2025
Q1 | $197K | Buy |
2,332
+406
| +21% | +$34.2K | ﹤0.01% | 593 |
|
|
2024
Q4 | $177K | Buy |
1,926
+133
| +7% | +$12.2K | ﹤0.01% | 608 |
|
|
2024
Q3 | $198K | Buy |
1,793
+214
| +14% | +$23.6K | ﹤0.01% | 578 |
|
|
2024
Q2 | $160K | Buy |
1,579
+1,176
| +292% | +$119K | ﹤0.01% | 673 |
|
|
2024
Q1 | $153K | Buy |
+403
| New | +$153K | ﹤0.01% | 596 |
|
|
2023
Q4 | – | Sell |
-4,304
| Closed | -$342K | – | 559 |
|
|
2023
Q3 | $342K | Buy |
4,304
+1,864
| +76% | +$148K | 0.01% | 408 |
|
|
2023
Q2 | $234K | Buy |
+2,440
| New | +$234K | ﹤0.01% | 513 |
|