Creative Planning’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
Q3 | $1.01M | Buy |
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|
2025
Q2 | $806K | Sell |
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|
2025
Q1 | $1.05M | Buy |
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|
2024
Q4 | $957K | Buy |
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|
2024
Q3 | $1.12M | Sell |
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|
2024
Q2 | $931K | Sell |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.57M | Sell |
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|
2023
Q3 | $1.32M | Buy |
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|
2023
Q2 | $1.41M | Buy |
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|
2023
Q1 | $1.2M | Buy |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $784K | Buy |
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|
2022
Q2 | $800K | Buy |
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|
2022
Q1 | $893K | Sell |
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|
2021
Q4 | $920K | Buy |
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|
2021
Q3 | $904K | Buy |
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|
2021
Q2 | $814K | Sell |
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|
2021
Q1 | $805K | Buy |
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|
2020
Q4 | $750K | Buy |
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|
2020
Q3 | $620K | Buy |
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|
2020
Q2 | $485K | Sell |
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|
2020
Q1 | $494K | Buy |
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|
2019
Q4 | $564K | Buy |
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|
2019
Q3 | $498K | Sell |
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|
2019
Q2 | $576K | Sell |
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|
2019
Q1 | $546K | Buy |
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|
2018
Q4 | $450K | Sell |
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|
2018
Q3 | $497K | Sell |
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|
2018
Q2 | $428K | Buy |
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|
2018
Q1 | $404K | Sell |
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|
2017
Q4 | $393K | Buy |
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|
2017
Q3 | $399K | Sell |
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|
2017
Q2 | $457K | Buy |
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|
2017
Q1 | $378K | Buy |
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|
2016
Q4 | $317K | Sell |
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|
2016
Q3 | $329K | Buy |
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|
2016
Q2 | $269K | Buy |
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|
2016
Q1 | $241K | Sell |
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|
2015
Q4 | $215K | Hold |
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|
2015
Q3 | $238K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $324K | Sell |
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|
2014
Q4 | $283K | Sell |
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|
2014
Q3 | $276K | Sell |
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|
2014
Q2 | $268K | Sell |
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|
2014
Q1 | $371K | Buy |
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|
2013
Q4 | $333K | Buy |
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|
2013
Q3 | $329K | Buy |
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|
2013
Q2 | $184K | Buy |
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