Summit Securities 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 | $116K | Buy |
+1,635
| New | +$116K | 0.02% | 236 |
|
|
2024
Q3 | – | Sell |
-230
| Closed | -$20K | – | 506 |
|
|
2024
Q2 | $20K | Buy |
+230
| New | +$20K | ﹤0.01% | 269 |
|
|
2023
Q3 | – | Sell |
-256
| Closed | -$25K | – | 480 |
|
|
2023
Q2 | $25K | Sell |
256
-124
| -33% | -$12.1K | ﹤0.01% | 447 |
|
|
2023
Q1 | $35K | Buy |
380
+184
| +94% | +$16.9K | ﹤0.01% | 376 |
|
|
2022
Q4 | $16K | Sell |
196
-32
| -14% | -$2.61K | ﹤0.01% | 712 |
|
|
2022
Q3 | $15K | Sell |
228
-180
| -44% | -$11.8K | ﹤0.01% | 554 |
|
|
2022
Q2 | $32K | Buy |
408
+328
| +410% | +$25.7K | ﹤0.01% | 473 |
|
|
2022
Q1 | $8K | Buy |
+80
| New | +$8K | ﹤0.01% | 635 |
|