Williams Jones Wealth Management’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 | $823K | Hold |
|
|||||
|
2025
Q2 | $854K | Hold |
|
|||||
|
2025
Q1 | $1.01M | Hold |
|
|||||
|
2024
Q4 | $1.1M | Sell |
|
|||||
|
2024
Q3 | $1.32M | Buy |
|
|||||
|
2024
Q2 | $1.05M | Hold |
|
|||||
|
2024
Q1 | $1.22M | Hold |
|
|||||
|
2023
Q4 | $1.14M | Hold |
|
|||||
|
2023
Q3 | $954K | Hold |
|
|||||
|
2023
Q2 | $1.15M | Hold |
|
|||||
|
2023
Q1 | $1.12M | Hold |
|
|||||
|
2022
Q4 | $992K | Sell |
|
|||||
|
2022
Q3 | $795K | Hold |
|
|||||
|
2022
Q2 | $944K | Hold |
|
|||||
|
2022
Q1 | $1.26M | Hold |
|
|||||
|
2021
Q4 | $1.26M | Hold |
|
|||||
|
2021
Q3 | $1.25M | Hold |
|
|||||
|
2021
Q2 | $1.19M | Buy |
|
|||||
|
2021
Q1 | $1.15M | Hold |
|
|||||
|
2020
Q4 | $1.09M | Buy |
|