Clearstead Advisors’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $94.7K | Buy |
1,325
+1,079
| +439% | +$85.4K | ﹤0.01% | 1144 |
|
|
2025
Q4 | $20.2K | Buy |
246
+43
| +21% | +$3.22K | ﹤0.01% | 1706 |
|
|
2025
Q3 | $13.9K | Sell |
203
-491
| -71% | -$34.8K | ﹤0.01% | 1806 |
|
|
2025
Q2 | $49.4K | Sell |
694
-11
| -2% | -$842 | ﹤0.01% | 1299 |
|
|
2025
Q1 | $59.5K | Sell |
705
-3,000
| -81% | -$269K | ﹤0.01% | 1131 |
|
|
2024
Q4 | $341K | Sell |
3,705
-94
| -2% | -$9.58K | 0.01% | 680 |
|
|
2024
Q3 | $419K | Buy |
3,799
+3
| +0.1% | +$292 | 0.01% | 615 |
|
|
2024
Q2 | $331K | Buy |
3,796
+3,323
| +703% | +$310K | 0.01% | 646 |
|
|
2024
Q1 | $43.9K | Sell |
473
-31
| -6% | -$3K | ﹤0.01% | 795 |
|
|
2023
Q4 | $47.7K | Sell |
504
-392
| -44% | -$32.9K | ﹤0.01% | 745 |
|
|
2023
Q3 | $71.2K | Buy |
896
+488
| +120% | +$45K | ﹤0.01% | 814 |
|
|
2023
Q2 | $39.1K | Sell |
408
-28
| -6% | -$2.63K | ﹤0.01% | 776 |
|
|
2023
Q1 | $40.7K | Sell |
436
-4
| -0.9% | -$344 | ﹤0.01% | 706 |
|
|
2022
Q4 | $36.4K | Buy |
440
+8
| +2% | +$590 | ﹤0.01% | 679 |
|
|
2022
Q3 | $29K | Buy |
432
+20
| +5% | +$1.53K | ﹤0.01% | 705 |
|
|
2022
Q2 | $32K | Buy |
412
+72
| +21% | +$6.37K | ﹤0.01% | 710 |
|
|
2022
Q1 | $35K | Hold |
340
| – | – | ﹤0.01% | 749 |
|
|
2021
Q4 | $36K | Hold |
340
| – | – | ﹤0.01% | 711 |
|
|
2021
Q3 | $35K | Sell |
340
-32
| -9% | -$3.41K | ﹤0.01% | 668 |
|
|
2021
Q2 | $37K | Buy |
372
+32
| +9% | +$3.13K | ﹤0.01% | 602 |
|
|
2021
Q1 | $33K | Hold |
340
| – | – | ﹤0.01% | 592 |
|
|
2020
Q4 | $31K | Sell |
340
-60
| -15% | -$5.15K | ﹤0.01% | 572 |
|
|
2020
Q3 | $34K | Hold |
400
| – | – | ﹤0.01% | 517 |
|
|
2020
Q2 | $28K | Hold |
400
| – | – | ﹤0.01% | 491 |
|
|
2020
Q1 | $28K | Buy |
+400
| New | +$32.6K | ﹤0.01% | 467 |
|
Other funds holding COO
VCM
VPM
BW
