Prestige Wealth Management 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 | $1.99K | Hold |
28
| – | – | ﹤0.01% | 731 |
|
|
2025
Q1 | $2.36K | Hold |
28
| – | – | ﹤0.01% | 703 |
|
|
2024
Q4 | $2.58K | Hold |
28
| – | – | ﹤0.01% | 732 |
|
|
2024
Q3 | $3.09K | Hold |
28
| – | – | ﹤0.01% | 688 |
|
|
2024
Q2 | $2.45K | Hold |
28
| – | – | ﹤0.01% | 682 |
|
|
2024
Q1 | $2.84K | Hold |
28
| – | – | ﹤0.01% | 684 |
|
|
2023
Q4 | $2.65K | Hold |
28
| – | – | ﹤0.01% | 694 |
|
|
2023
Q3 | $2.23K | Hold |
28
| – | – | ﹤0.01% | 709 |
|
|
2023
Q2 | $2.69K | Hold |
28
| – | – | ﹤0.01% | 709 |
|
|
2023
Q1 | $2.61K | Hold |
28
| – | – | ﹤0.01% | 698 |
|
|
2022
Q4 | $2.32K | Sell |
28
-144
| -84% | -$11.9K | ﹤0.01% | 799 |
|
|
2022
Q3 | $12K | Sell |
172
-12
| -7% | -$837 | ﹤0.01% | 386 |
|
|
2022
Q2 | $15K | Buy |
184
+56
| +44% | +$4.57K | ﹤0.01% | 375 |
|
|
2022
Q1 | $14K | Buy |
128
+8
| +7% | +$875 | ﹤0.01% | 401 |
|
|
2021
Q4 | $13K | Hold |
120
| – | – | ﹤0.01% | 439 |
|
|
2021
Q3 | $13K | Hold |
120
| – | – | ﹤0.01% | 435 |
|
|
2021
Q2 | $12K | Hold |
120
| – | – | ﹤0.01% | 440 |
|
|
2021
Q1 | $11K | Buy |
120
+12
| +11% | +$1.1K | ﹤0.01% | 460 |
|
|
2020
Q4 | $10K | Sell |
108
-72
| -40% | -$6.67K | ﹤0.01% | 456 |
|
|
2020
Q3 | $15K | Buy |
180
+72
| +67% | +$6K | ﹤0.01% | 383 |
|
|
2020
Q2 | $8K | Sell |
108
-20
| -16% | -$1.48K | ﹤0.01% | 449 |
|
|
2020
Q1 | $9K | Buy |
128
+88
| +220% | +$6.19K | ﹤0.01% | 394 |
|
|
2019
Q4 | $3K | Buy |
40
+28
| +233% | +$2.1K | ﹤0.01% | 454 |
|
|
2019
Q3 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 528 |
|
|
2019
Q1 | – | Sell |
-12
| Closed | -$1K | – | 625 |
|
|
2018
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 980 |
|