Clearstead Advisors’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.4K | Sell |
694
-11
| -2% | -$783 | ﹤0.01% | 1295 |
|
|
2025
Q1 | $59.5K | Sell |
705
-3,000
| -81% | -$253K | ﹤0.01% | 1128 |
|
|
2024
Q4 | $341K | Sell |
3,705
-94
| -2% | -$8.64K | 0.01% | 679 |
|
|
2024
Q3 | $419K | Buy |
3,799
+3
| +0.1% | +$331 | 0.01% | 614 |
|
|
2024
Q2 | $331K | Buy |
3,796
+3,323
| +703% | +$290K | 0.01% | 646 |
|
|
2024
Q1 | $43.9K | Sell |
473
-31
| -6% | -$2.88K | ﹤0.01% | 795 |
|
|
2023
Q4 | $47.7K | Sell |
504
-392
| -44% | -$37.1K | ﹤0.01% | 743 |
|
|
2023
Q3 | $71.2K | Buy |
896
+488
| +120% | +$38.8K | ﹤0.01% | 813 |
|
|
2023
Q2 | $39.1K | Sell |
408
-28
| -6% | -$2.68K | ﹤0.01% | 776 |
|
|
2023
Q1 | $40.7K | Sell |
436
-4
| -0.9% | -$373 | ﹤0.01% | 706 |
|
|
2022
Q4 | $36.4K | Buy |
440
+8
| +2% | +$661 | ﹤0.01% | 678 |
|
|
2022
Q3 | $29K | Buy |
432
+20
| +5% | +$1.34K | ﹤0.01% | 703 |
|
|
2022
Q2 | $32K | Buy |
412
+72
| +21% | +$5.59K | ﹤0.01% | 708 |
|
|
2022
Q1 | $35K | Hold |
340
| – | – | ﹤0.01% | 747 |
|
|
2021
Q4 | $36K | Hold |
340
| – | – | ﹤0.01% | 707 |
|
|
2021
Q3 | $35K | Sell |
340
-32
| -9% | -$3.29K | ﹤0.01% | 665 |
|
|
2021
Q2 | $37K | Buy |
372
+32
| +9% | +$3.18K | ﹤0.01% | 601 |
|
|
2021
Q1 | $33K | Hold |
340
| – | – | ﹤0.01% | 591 |
|
|
2020
Q4 | $31K | Sell |
340
-60
| -15% | -$5.47K | ﹤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 | +$28K | ﹤0.01% | 466 |
|