Portside Wealth Group, LLC COOPER COS INC Transaction History

Portside Wealth Group, LLC

  • $604 Billion
  • Q1 2025
Number of Shares
10,925
Previous 10,089 8.29%
Holding current value
$1 Billion
Previous $1.11 Billion 9.78%
% of portfolio
0.17%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
N/A
836 Added 8.29%
10,925 $1 Billion
Q4 2024

Jan 15, 2025
SELL
N/A
-68 Reduced 0.67%
10,089 $1.11 Billion
Q3 2024

Oct 31, 2024
BUY
N/A
624 Added 6.55%
10,157 $1.12 Billion
Q2 2024

Jul 18, 2024
SELL
N/A
-156 Reduced 1.61%
9,533 $832 Million
Q1 2024

Apr 17, 2024
BUY
N/A
9,689 New
9,689 $983 Million
Track This Portfolio

Track Portside Wealth Group, LLC Portfolio

Follow Portside Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Portside Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Portside Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email