Oak Thistle LLC’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,635
| Closed | -$426K | – | 440 |
|
|
2024
Q4 | $426K | Sell |
4,635
-4,179
| -47% | -$384K | 0.13% | 277 |
|
|
2024
Q3 | $973K | Sell |
8,814
-1,994
| -18% | -$220K | 0.32% | 110 |
|
|
2024
Q2 | $944K | Buy |
+10,808
| New | +$944K | 0.7% | 19 |
|
|
2023
Q4 | – | Sell |
-14,008
| Closed | -$1.11M | – | 474 |
|
|
2023
Q3 | $1.11M | Buy |
+14,008
| New | +$1.11M | 0.33% | 98 |
|