Advisor OS’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
Q2 | $299K | Sell |
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|
2025
Q1 | $381K | Sell |
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|
2024
Q4 | $477K | Sell |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $1.27M | Buy |
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|
2024
Q1 | $1.44M | Buy |
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|
2023
Q4 | $1.24M | Sell |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $1.24M | Buy |
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|
2023
Q1 | $1.16M | Buy |
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|
2022
Q4 | $969K | Buy |
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|
2022
Q3 | $537K | Sell |
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|
2022
Q2 | $761K | Buy |
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|
2022
Q1 | $910K | Buy |
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|
2021
Q4 | $809K | Buy |
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|
2021
Q3 | $724K | Buy |
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|
2021
Q2 | $590K | Buy |
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|
2021
Q1 | $336K | Buy |
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