Phoenix Financial’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 | – | Sell |
-2,564
| Closed | -$217K | – | 424 |
|
|
2025
Q1 | $217K | Sell |
2,564
-733
| -22% | -$62.1K | ﹤0.01% | 337 |
|
|
2024
Q4 | $303K | Buy |
3,297
+983
| +42% | +$90.4K | ﹤0.01% | 310 |
|
|
2024
Q3 | $256K | Sell |
2,314
-448
| -16% | -$49.5K | ﹤0.01% | 309 |
|
|
2024
Q2 | $242K | Buy |
2,762
+393
| +17% | +$34.4K | ﹤0.01% | 306 |
|
|
2024
Q1 | $240K | Sell |
2,369
-463
| -16% | -$46.8K | ﹤0.01% | 360 |
|
|
2023
Q4 | $273K | Buy |
+2,832
| New | +$273K | ﹤0.01% | 278 |
|
|
2023
Q3 | – | Sell |
-2,460
| Closed | -$233K | – | 307 |
|
|
2023
Q2 | $233K | Sell |
2,460
-376
| -13% | -$35.6K | ﹤0.01% | 272 |
|
|
2023
Q1 | $258K | Buy |
2,836
+196
| +7% | +$17.9K | 0.01% | 248 |
|
|
2022
Q4 | $221K | Buy |
+2,640
| New | +$221K | ﹤0.01% | 249 |
|
|
2022
Q2 | – | Sell |
-2,132
| Closed | -$225K | – | 372 |
|
|
2022
Q1 | $225K | Buy |
+2,132
| New | +$225K | ﹤0.01% | 362 |
|