AO
Advisor OS’s Cooper Companies COO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Sell |
4,204
-313
| -7% | -$22.3K | 0.03% | 354 |
|
|
2025
Q1 | $381K | Sell |
4,517
-668
| -13% | -$56.3K | 0.04% | 275 |
|
|
2024
Q4 | $477K | Sell |
5,185
-4,378
| -46% | -$402K | 0.06% | 232 |
|
|
2024
Q3 | $1.06M | Sell |
9,563
-4,945
| -34% | -$546K | 0.11% | 147 |
|
|
2024
Q2 | $1.27M | Buy |
14,508
+274
| +2% | +$23.9K | 0.14% | 123 |
|
|
2024
Q1 | $1.44M | Buy |
14,234
+10,969
| +336% | +$1.11M | 0.17% | 113 |
|
|
2023
Q4 | $1.24M | Sell |
3,265
-137
| -4% | -$51.8K | 0.16% | 116 |
|
|
2023
Q3 | $1.08M | Buy |
3,402
+177
| +5% | +$56.3K | 0.16% | 119 |
|
|
2023
Q2 | $1.24M | Buy |
3,225
+111
| +4% | +$42.6K | 0.2% | 93 |
|
|
2023
Q1 | $1.16M | Buy |
3,114
+183
| +6% | +$68.3K | 0.28% | 92 |
|
|
2022
Q4 | $969K | Buy |
2,931
+896
| +44% | +$296K | 0.26% | 92 |
|
|
2022
Q3 | $537K | Sell |
2,035
-395
| -16% | -$104K | 0.16% | 125 |
|
|
2022
Q2 | $761K | Buy |
2,430
+248
| +11% | +$77.7K | 0.22% | 104 |
|
|
2022
Q1 | $910K | Buy |
2,182
+246
| +13% | +$103K | 0.26% | 90 |
|
|
2021
Q4 | $809K | Buy |
1,936
+183
| +10% | +$76.5K | 0.17% | 126 |
|
|
2021
Q3 | $724K | Buy |
1,753
+262
| +18% | +$108K | 0.16% | 120 |
|
|
2021
Q2 | $590K | Buy |
1,491
+616
| +70% | +$244K | 0.12% | 129 |
|
|
2021
Q1 | $336K | Buy |
+875
| New | +$336K | 0.08% | 148 |
|