NewEdge 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 | $4.31M | Sell |
62,290
-1,668
| -3% | -$115K | 0.07% | 234 |
|
|
2025
Q1 | $5.39M | Buy |
63,958
+1,728
| +3% | +$146K | 0.1% | 174 |
|
|
2024
Q4 | $5.72M | Sell |
62,230
-4,597
| -7% | -$423K | 0.1% | 163 |
|
|
2024
Q3 | $7.37M | Buy |
66,827
+4,022
| +6% | +$444K | 0.13% | 142 |
|
|
2024
Q2 | $5.48M | Buy |
62,805
+1,151
| +2% | +$100K | 0.12% | 152 |
|
|
2024
Q1 | $5.53M | Buy |
61,654
+6,282
| +11% | +$564K | 0.12% | 151 |
|
|
2023
Q4 | $5.24M | Buy |
55,372
+6,384
| +13% | +$604K | 0.13% | 138 |
|
|
2023
Q3 | $3.89M | Buy |
48,988
+3,988
| +9% | +$317K | 0.12% | 151 |
|
|
2023
Q2 | $4.31M | Buy |
45,000
+1,372
| +3% | +$132K | 0.14% | 136 |
|
|
2023
Q1 | $4.07M | Buy |
43,628
+2,320
| +6% | +$217K | 0.15% | 133 |
|
|
2022
Q4 | $3.41M | Buy |
41,308
+8,988
| +28% | +$743K | 0.15% | 134 |
|
|
2022
Q3 | $2.13M | Buy |
32,320
+1,972
| +6% | +$130K | 0.1% | 182 |
|
|
2022
Q2 | $2.38M | Buy |
30,348
+11,852
| +64% | +$928K | 0.11% | 168 |
|
|
2022
Q1 | $1.93M | Buy |
18,496
+2,440
| +15% | +$255K | 0.09% | 157 |
|
|
2021
Q4 | $1.68M | Buy |
16,056
+588
| +4% | +$61.6K | 0.07% | 184 |
|
|
2021
Q3 | $1.6M | Buy |
15,468
+1,660
| +12% | +$171K | 0.1% | 143 |
|
|
2021
Q2 | $1.37M | Buy |
13,808
+460
| +3% | +$45.6K | 0.1% | 149 |
|
|
2021
Q1 | $1.28M | Buy |
+13,348
| New | +$1.28M | 0.13% | 137 |
|