Private 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 | $1.35K | Sell |
19
-38
| -67% | -$2.71K | ﹤0.01% | 1194 |
|
|
2025
Q1 | $4.81K | Sell |
57
-98
| -63% | -$8.27K | ﹤0.01% | 742 |
|
|
2024
Q4 | $14.3K | Sell |
155
-1
| -0.6% | -$92 | 0.01% | 385 |
|
|
2024
Q3 | $17.2K | Buy |
156
+2
| +1% | +$221 | 0.01% | 323 |
|
|
2024
Q2 | $13.4K | Buy |
154
+98
| +175% | +$8.56K | 0.01% | 373 |
|
|
2024
Q1 | $5.68K | Hold |
56
| – | – | ﹤0.01% | 586 |
|
|
2023
Q4 | $5.3K | Buy |
+56
| New | +$5.3K | ﹤0.01% | 612 |
|