Portside Wealth Group’s Cooper Companies COO Stock Holding History

Portside Wealth Group’s Portfolio COO Stock Details COO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$464K	Sell
2025 Q2	$791K	Buy
2025 Q1	$927K	Buy
2024 Q4	$1M	Buy
2024 Q3	$1.12M	Buy
2024 Q2	$832K	Sell
2024 Q1	$983K	Sell
2023 Q4	$920K	Buy
2023 Q3	$738K	Buy
2023 Q2	$840K	Buy