TW
TritonPoint Wealth’s Cooper Companies COO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,542
| Closed | -$214K | – | 346 |
|
|
2025
Q1 | $214K | Buy |
2,542
+11
| +0.4% | +$928 | 0.02% | 330 |
|
|
2024
Q4 | $233K | Sell |
2,531
-13
| -0.5% | -$1.2K | 0.02% | 308 |
|
|
2024
Q3 | $279K | Sell |
2,544
-7
| -0.3% | -$768 | 0.03% | 277 |
|
|
2024
Q2 | $223K | Sell |
2,551
-94
| -4% | -$8.21K | 0.02% | 303 |
|
|
2024
Q1 | $241K | Buy |
2,645
+1,808
| +216% | +$165K | 0.03% | 293 |
|
|
2023
Q4 | $317K | Buy |
+837
| New | +$317K | 0.03% | 259 |
|