Montag & Associates’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 |
-16
| Closed | -$1.38K | – | 957 |
|
|
2025
Q1 | $1.38K | Hold |
16
| – | – | ﹤0.01% | 928 |
|
|
2024
Q4 | $1.51K | Hold |
16
| – | – | ﹤0.01% | 913 |
|
|
2024
Q3 | $1.81K | Hold |
16
| – | – | ﹤0.01% | 927 |
|
|
2024
Q2 | $1.43K | Buy |
16
+2
| +14% | +$179 | ﹤0.01% | 898 |
|
|
2024
Q1 | $1.42K | Sell |
14
-2
| -13% | -$203 | ﹤0.01% | 892 |
|
|
2023
Q4 | $1.4K | Hold |
16
| – | – | ﹤0.01% | 869 |
|
|
2023
Q3 | $1.18K | Hold |
16
| – | – | ﹤0.01% | 862 |
|
|
2023
Q2 | $1.53K | Hold |
16
| – | – | ﹤0.01% | 863 |
|
|
2023
Q1 | $1.49K | Hold |
16
| – | – | ﹤0.01% | 867 |
|
|
2022
Q4 | $1.32K | Buy |
+16
| New | +$1.32K | ﹤0.01% | 892 |
|
|
2021
Q4 | – | Sell |
-1,400
| Closed | -$145K | – | 866 |
|
|
2021
Q3 | $145K | Sell |
1,400
-600
| -30% | -$62.1K | 0.01% | 428 |
|
|
2021
Q2 | $198K | Buy |
+2,000
| New | +$198K | 0.01% | 388 |
|