Clearstead Trust’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 | $9.33K | Sell |
131
-106
| -45% | -$7.55K | ﹤0.01% | 608 |
|
|
2025
Q1 | $20K | Sell |
237
-115
| -33% | -$9.7K | ﹤0.01% | 354 |
|
|
2024
Q4 | $32.4K | Hold |
352
| – | – | 0.01% | 289 |
|
|
2024
Q3 | $38.8K | Hold |
352
| – | – | 0.01% | 260 |
|
|
2024
Q2 | $30.7K | Hold |
352
| – | – | 0.01% | 281 |
|
|
2024
Q1 | $35.7K | Buy |
+352
| New | +$35.7K | 0.01% | 263 |
|