Sequoia Financial Advisors’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 | $492K | Buy |
6,915
+3,101
| +81% | +$221K | ﹤0.01% | 995 |
|
|
2025
Q1 | $322K | Sell |
3,814
-278
| -7% | -$23.4K | ﹤0.01% | 1023 |
|
|
2024
Q4 | $376K | Sell |
4,092
-180
| -4% | -$16.5K | ﹤0.01% | 916 |
|
|
2024
Q3 | $471K | Buy |
4,272
+568
| +15% | +$62.7K | 0.01% | 770 |
|
|
2024
Q2 | $323K | Buy |
3,704
+345
| +10% | +$30.1K | ﹤0.01% | 854 |
|
|
2024
Q1 | $341K | Buy |
+3,359
| New | +$341K | ﹤0.01% | 807 |
|