Wealth Alliance’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $261K | Sell |
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|
2025
Q2 | $301K | Buy |
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|
2025
Q1 | $342K | Buy |
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|
2024
Q4 | $354K | Sell |
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|
2024
Q3 | $447K | Buy |
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|
2024
Q2 | $344K | Sell |
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|
2024
Q1 | $421K | Buy |
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|
2023
Q4 | $363K | Buy |
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|
2023
Q3 | $298K | Sell |
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|
2023
Q2 | $365K | Buy |
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|
2023
Q1 | $341K | Sell |
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|
2022
Q4 | $302K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $293K | Buy |
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|
2021
Q4 | $243K | Sell |
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|
2021
Q3 | $244K | Buy |
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|
2021
Q2 | $233K | Buy |
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|
2021
Q1 | $224K | Buy |
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|
2020
Q4 | $207K | Buy |
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