Mitchell & Pahl Private Wealth’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 | $691K | Buy |
9,716
+1,041
| +12% | +$74.1K | 0.31% | 113 |
|
|
2025
Q1 | $732K | Buy |
8,675
+157
| +2% | +$13.2K | 0.34% | 103 |
|
|
2024
Q4 | $783K | Buy |
8,518
+532
| +7% | +$48.9K | 0.37% | 98 |
|
|
2024
Q3 | $881K | Buy |
7,986
+117
| +1% | +$12.9K | 0.41% | 90 |
|
|
2024
Q2 | $687K | Buy |
7,869
+176
| +2% | +$15.4K | 0.36% | 103 |
|
|
2024
Q1 | $781K | Buy |
7,693
+373
| +5% | +$37.8K | 0.41% | 95 |
|
|
2023
Q4 | $693K | Hold |
7,320
| – | – | 0.39% | 97 |
|
|
2023
Q3 | $582K | Buy |
7,320
+988
| +16% | +$78.5K | 0.35% | 103 |
|
|
2023
Q2 | $607K | Buy |
6,332
+148
| +2% | +$14.2K | 0.37% | 95 |
|
|
2023
Q1 | $577K | Buy |
6,184
+108
| +2% | +$10.1K | 0.36% | 100 |
|
|
2022
Q4 | $502K | Buy |
6,076
+1,436
| +31% | +$119K | 0.33% | 107 |
|
|
2022
Q3 | $306K | Buy |
4,640
+368
| +9% | +$24.3K | 0.23% | 130 |
|
|
2022
Q2 | $334K | Buy |
4,272
+752
| +21% | +$58.8K | 0.23% | 126 |
|
|
2022
Q1 | $367K | Buy |
3,520
+412
| +13% | +$43K | 0.23% | 123 |
|
|
2021
Q4 | $326K | Buy |
3,108
+1,040
| +50% | +$109K | 0.21% | 129 |
|
|
2021
Q3 | $214K | Buy |
+2,068
| New | +$214K | 0.15% | 149 |
|