Wealth Alliance’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 | $301K | Buy |
4,230
+171
| +4% | +$12.2K | 0.03% | 406 |
|
|
2025
Q1 | $342K | Buy |
4,059
+210
| +5% | +$17.7K | 0.04% | 363 |
|
|
2024
Q4 | $354K | Sell |
3,849
-205
| -5% | -$18.8K | 0.04% | 331 |
|
|
2024
Q3 | $447K | Buy |
4,054
+110
| +3% | +$12.1K | 0.05% | 287 |
|
|
2024
Q2 | $344K | Sell |
3,944
-207
| -5% | -$18.1K | 0.04% | 350 |
|
|
2024
Q1 | $421K | Buy |
4,151
+315
| +8% | +$32K | 0.06% | 309 |
|
|
2023
Q4 | $363K | Buy |
3,836
+92
| +2% | +$8.7K | 0.05% | 326 |
|
|
2023
Q3 | $298K | Sell |
3,744
-64
| -2% | -$5.09K | 0.05% | 350 |
|
|
2023
Q2 | $365K | Buy |
3,808
+160
| +4% | +$15.3K | 0.05% | 324 |
|
|
2023
Q1 | $341K | Sell |
3,648
-4
| -0.1% | -$373 | 0.06% | 324 |
|
|
2022
Q4 | $302K | Buy |
+3,652
| New | +$302K | 0.05% | 349 |
|
|
2022
Q2 | – | Sell |
-2,804
| Closed | -$293K | – | 454 |
|
|
2022
Q1 | $293K | Buy |
2,804
+484
| +21% | +$50.6K | 0.06% | 331 |
|
|
2021
Q4 | $243K | Sell |
2,320
-40
| -2% | -$4.19K | 0.05% | 373 |
|
|
2021
Q3 | $244K | Buy |
2,360
+4
| +0.2% | +$414 | 0.05% | 363 |
|
|
2021
Q2 | $233K | Buy |
2,356
+20
| +0.9% | +$1.98K | 0.05% | 380 |
|
|
2021
Q1 | $224K | Buy |
2,336
+56
| +2% | +$5.37K | 0.06% | 356 |
|
|
2020
Q4 | $207K | Buy |
+2,280
| New | +$207K | 0.06% | 360 |
|