Venturi 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 | $213K | Sell |
2,994
-1,825
| -38% | -$130K | 0.01% | 509 |
|
|
2025
Q1 | $406K | Sell |
4,819
-1,562
| -24% | -$132K | 0.02% | 363 |
|
|
2024
Q4 | $587K | Buy |
6,381
+1,682
| +36% | +$155K | 0.03% | 304 |
|
|
2024
Q3 | $518K | Buy |
4,699
+1,351
| +40% | +$149K | 0.03% | 292 |
|
|
2024
Q2 | $292K | Buy |
3,348
+2,615
| +357% | +$228K | 0.02% | 353 |
|
|
2024
Q1 | $74.4K | Buy |
733
+13
| +2% | +$1.32K | ﹤0.01% | 450 |
|
|
2023
Q4 | $68.1K | Buy |
720
+168
| +30% | +$15.9K | ﹤0.01% | 455 |
|
|
2023
Q3 | $43.9K | Buy |
552
+208
| +60% | +$16.5K | ﹤0.01% | 490 |
|
|
2023
Q2 | $33K | Buy |
344
+128
| +59% | +$12.3K | ﹤0.01% | 473 |
|
|
2023
Q1 | $20.2K | Buy |
+216
| New | +$20.2K | ﹤0.01% | 593 |
|