Spire Wealth Management’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 | $13.9K | Buy |
196
+24
| +14% | +$1.71K | ﹤0.01% | 1616 |
|
|
2025
Q1 | $14.5K | Sell |
172
-75
| -30% | -$6.33K | ﹤0.01% | 1719 |
|
|
2024
Q4 | $22.7K | Buy |
+247
| New | +$22.7K | ﹤0.01% | 1582 |
|
|
2024
Q1 | – | Sell |
-264
| Closed | -$25.6K | – | 2322 |
|
|
2023
Q4 | $25.6K | Sell |
264
-68
| -20% | -$6.59K | ﹤0.01% | 1448 |
|
|
2023
Q3 | $26.4K | Buy |
332
+8
| +2% | +$636 | ﹤0.01% | 1401 |
|
|
2023
Q2 | $31.1K | Buy |
324
+92
| +40% | +$8.82K | ﹤0.01% | 1398 |
|
|
2023
Q1 | $21.7K | Buy |
232
+120
| +107% | +$11.2K | ﹤0.01% | 1584 |
|
|
2022
Q4 | $9K | Hold |
112
| – | – | ﹤0.01% | 1646 |
|
|
2022
Q3 | $7K | Sell |
112
-200
| -64% | -$12.5K | ﹤0.01% | 1647 |
|
|
2022
Q2 | $24K | Sell |
312
-2,824
| -90% | -$217K | ﹤0.01% | 1584 |
|
|
2022
Q1 | $327K | Buy |
3,136
+2,600
| +485% | +$271K | 0.01% | 700 |
|
|
2021
Q4 | $56K | Buy |
536
+288
| +116% | +$30.1K | ﹤0.01% | 1664 |
|
|
2021
Q3 | $26K | Buy |
248
+60
| +32% | +$6.29K | ﹤0.01% | 1738 |
|
|
2021
Q2 | $19K | Sell |
188
-904
| -83% | -$91.4K | ﹤0.01% | 1884 |
|
|
2021
Q1 | $105K | Buy |
+1,092
| New | +$105K | ﹤0.01% | 1384 |
|