Pacific Capital Partners’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 |
-12,838
| Closed | -$1.18M | – | 47 |
|
|
2024
Q4 | $1.18M | Hold |
12,838
| – | – | 0.69% | 36 |
|
|
2024
Q3 | $1.42M | Hold |
12,838
| – | – | 0.83% | 35 |
|
|
2024
Q2 | $1.12M | Buy |
12,838
+1,782
| +16% | +$156K | 0.74% | 42 |
|
|
2024
Q1 | $1.12M | Hold |
11,056
| – | – | 0.73% | 39 |
|
|
2023
Q4 | $1.05M | Buy |
11,056
+200
| +2% | +$18.9K | 0.79% | 36 |
|
|
2023
Q3 | $863K | Buy |
+10,856
| New | +$863K | 0.52% | 40 |
|