Cooper/Haims Advisors, LLC Sells in Q2 2025

Cooper/Haims Advisors, LLC

  • $199 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KMT
Kennametal Inc

Industrials
-180K
- 51.48%
$17.54 - $23.27 $3.16M - $4.19M
170K $3.9M
STZ
Constellation Brands, Inc.

Consumer Defensive
-65
- 2.11%
$160.0 - $195.62 $10.4K - $12.7K
3.01K $489K
XOM
Exxon Mobil Corp

Energy
-5
- 0.2%
$99.93 - $119.04 $500 - $595
2.54K $273K
SYK
Stryker Corp

Healthcare
-70
- 8.15%
$337.37 - $395.63 $23.6K - $27.7K
789 $312K
MA
Mastercard Inc

Financial Services
-5
- 1.19%
$479.92 - $590.74 $2.4K - $2.95K
416 $233K
HON
Honeywell International Inc

Industrials
-72
- 6.05%
$182.86 - $232.88 $13.2K - $16.8K
1.12K $260K
GLW
Corning Inc

Technology
-400
- 5.51%
$39.07 - $52.59 $15.6K - $21K
6.86K $360K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-4.52K
- 7.71%
$17.76 - $22.1 $80.3K - $99.9K
54.1K $1.2M
PBI
Pitney Bowes Inc

Industrials
-1.08K
- 3.79%
$7.81 - $10.94 $8.43K - $11.8K
27.4K $298K
DIS
Walt Disney CO

Communication Services
-44
- 1.6%
$81.72 - $124.01 $3.6K - $5.46K
2.71K $335K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-16
- 0.03%
$20.42 - $25.3 $327 - $405
50.4K $1.27M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-199
- 0.27%
$22.27 - $29.21 $4.43K - $5.81K
74.7K $2.18M
Activity Summary
Buys All Purchases 56 New Holdings 10 Increased Positions 46 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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