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