NewEdge Wealth’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.89M | Sell |
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|
2025
Q2 | $4.31M | Sell |
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|
2025
Q1 | $5.39M | Buy |
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|
2024
Q4 | $5.72M | Sell |
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|
2024
Q3 | $7.37M | Buy |
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|
2024
Q2 | $5.48M | Buy |
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|
2024
Q1 | $5.53M | Buy |
|
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|
2023
Q4 | $5.24M | Buy |
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|
2023
Q3 | $3.89M | Buy |
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|
2023
Q2 | $4.31M | Buy |
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|
2023
Q1 | $4.07M | Buy |
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|
2022
Q4 | $3.41M | Buy |
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|
2022
Q3 | $2.13M | Buy |
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|
2022
Q2 | $2.38M | Buy |
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|
2022
Q1 | $1.93M | Buy |
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|
2021
Q4 | $1.68M | Buy |
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|
2021
Q3 | $1.6M | Buy |
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|
2021
Q2 | $1.37M | Buy |
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|
2021
Q1 | $1.28M | Buy |
|