Pathstone Family Office’s Cooper Companies COO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$810K Buy
2023
Q2
$500K Buy
2023
Q1
$380K Sell
2022
Q4
$778K Buy
2022
Q3
$698K Buy
2019
Q2
Sell
2019
Q1
$3K Buy
2018
Q2
Sell
2018
Q1
$2K Buy