Williams Jones 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 | $854K | Hold |
12,000
| – | – | 0.01% | 272 |
|
|
2025
Q1 | $1.01M | Hold |
12,000
| – | – | 0.01% | 246 |
|
|
2024
Q4 | $1.1M | Sell |
12,000
-1
| -0% | -$92 | 0.01% | 244 |
|
|
2024
Q3 | $1.32M | Buy |
12,001
+1
| +0% | +$110 | 0.02% | 234 |
|
|
2024
Q2 | $1.05M | Hold |
12,000
| – | – | 0.01% | 250 |
|
|
2024
Q1 | $1.22M | Hold |
12,000
| – | – | 0.02% | 246 |
|
|
2023
Q4 | $1.14M | Hold |
12,000
| – | – | 0.02% | 245 |
|
|
2023
Q3 | $954K | Hold |
12,000
| – | – | 0.01% | 256 |
|
|
2023
Q2 | $1.15M | Hold |
12,000
| – | – | 0.02% | 245 |
|
|
2023
Q1 | $1.12M | Hold |
12,000
| – | – | 0.02% | 260 |
|
|
2022
Q4 | $992K | Sell |
12,000
-56
| -0.5% | -$4.63K | 0.02% | 269 |
|
|
2022
Q3 | $795K | Hold |
12,056
| – | – | 0.01% | 298 |
|
|
2022
Q2 | $944K | Hold |
12,056
| – | – | 0.02% | 283 |
|
|
2022
Q1 | $1.26M | Hold |
12,056
| – | – | 0.02% | 239 |
|
|
2021
Q4 | $1.26M | Hold |
12,056
| – | – | 0.02% | 241 |
|
|
2021
Q3 | $1.25M | Hold |
12,056
| – | – | 0.02% | 229 |
|
|
2021
Q2 | $1.19M | Buy |
12,056
+56
| +0.5% | +$5.55K | 0.02% | 234 |
|
|
2021
Q1 | $1.15M | Hold |
12,000
| – | – | 0.02% | 232 |
|
|
2020
Q4 | $1.09M | Buy |
+12,000
| New | +$1.09M | 0.02% | 219 |
|