Portside Wealth Group’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 | $791K | Buy |
11,113
+124
| +1% | +$8.82K | 0.12% | 186 |
|
|
2025
Q1 | $927K | Buy |
10,989
+96
| +0.9% | +$8.1K | 0.15% | 151 |
|
|
2024
Q4 | $1M | Buy |
10,893
+736
| +7% | +$67.7K | 0.17% | 134 |
|
|
2024
Q3 | $1.12M | Buy |
10,157
+624
| +7% | +$68.9K | 0.19% | 124 |
|
|
2024
Q2 | $832K | Sell |
9,533
-156
| -2% | -$13.6K | 0.16% | 144 |
|
|
2024
Q1 | $983K | Sell |
9,689
-39
| -0.4% | -$3.96K | 0.18% | 129 |
|
|
2023
Q4 | $920K | Buy |
9,728
+440
| +5% | +$41.6K | 0.17% | 133 |
|
|
2023
Q3 | $738K | Buy |
9,288
+524
| +6% | +$41.6K | 0.14% | 150 |
|
|
2023
Q2 | $840K | Buy |
+8,764
| New | +$840K | 0.16% | 144 |
|