TD Private Client Wealth’s Cooper Companies COO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.79M Sell
25,117
-758
-3% -$53.9K 0.04% 260
2025
Q1
$2.18M Sell
25,875
-863
-3% -$72.8K 0.06% 209
2024
Q4
$2.46M Sell
26,738
-838
-3% -$77K 0.07% 200
2024
Q3
$3.04M Sell
27,576
-624
-2% -$68.9K 0.09% 174
2024
Q2
$2.46M Buy
28,200
+597
+2% +$52.1K 0.08% 195
2024
Q1
$2.8M Buy
+27,603
New +$2.8M 0.09% 171