Thrive 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 | $252K | Sell |
3,544
-115
| -3% | -$8.18K | 0.04% | 200 |
|
2025
Q1 | $309K | Buy |
3,659
+373
| +11% | +$31.5K | 0.06% | 159 |
|
2024
Q4 | $302K | Sell |
3,286
-270
| -8% | -$24.8K | 0.05% | 155 |
|
2024
Q3 | $392K | Sell |
3,556
-30
| -0.8% | -$3.31K | 0.07% | 141 |
|
2024
Q2 | $313K | Buy |
3,586
+300
| +9% | +$26.2K | 0.06% | 155 |
|
2024
Q1 | $333K | Buy |
3,286
+114
| +4% | +$11.6K | 0.07% | 148 |
|
2023
Q4 | $300K | Buy |
3,172
+68
| +2% | +$6.44K | 0.07% | 146 |
|
2023
Q3 | $247K | Buy |
3,104
+4
| +0.1% | +$318 | 0.07% | 147 |
|
2023
Q2 | $297K | Buy |
3,100
+236
| +8% | +$22.6K | 0.08% | 135 |
|
2023
Q1 | $267K | Buy |
2,864
+284
| +11% | +$26.5K | 0.07% | 137 |
|
2022
Q4 | $213K | Buy |
+2,580
| New | +$213K | 0.06% | 147 |
|