Spire Wealth Management’s Cooper Companies COO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$12.8K Sell
2025
Q2
$13.9K Buy
2025
Q1
$14.5K Sell
2024
Q4
$22.7K Buy
2024
Q1
Sell
2023
Q4
$25.6K Sell
2023
Q3
$26.4K Buy
2023
Q2
$31.1K Buy
2023
Q1
$21.7K Buy
2022
Q4
$9K Hold
2022
Q3
$7K Sell
2022
Q2
$24K Sell
2022
Q1
$327K Buy
2021
Q4
$56K Buy
2021
Q3
$26K Buy
2021
Q2
$19K Sell
2021
Q1
$105K Buy