Wedmont Private Capital’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 | – | Sell |
-3,578
| Closed | -$277K | – | 745 |
|
|
2025
Q1 | $277K | Sell |
3,578
-1,276
| -26% | -$98.8K | 0.01% | 541 |
|
|
2024
Q4 | $438K | Buy |
4,854
+676
| +16% | +$61.1K | 0.02% | 426 |
|
|
2024
Q3 | $441K | Buy |
4,178
+404
| +11% | +$42.6K | 0.03% | 399 |
|
|
2024
Q2 | $343K | Buy |
3,774
+243
| +7% | +$22.1K | 0.02% | 455 |
|
|
2024
Q1 | $349K | Buy |
3,531
+11
| +0.3% | +$1.09K | 0.03% | 411 |
|
|
2023
Q4 | $329K | Sell |
3,520
-164
| -4% | -$15.3K | 0.03% | 401 |
|
|
2023
Q3 | $286K | Buy |
3,684
+68
| +2% | +$5.28K | 0.03% | 391 |
|
|
2023
Q2 | $359K | Buy |
3,616
+64
| +2% | +$6.36K | 0.04% | 336 |
|
|
2023
Q1 | $329K | Buy |
3,552
+336
| +10% | +$31.1K | 0.04% | 319 |
|
|
2022
Q4 | $278K | Buy |
+3,216
| New | +$278K | 0.04% | 352 |
|