Creative Planning’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 | $806K | Sell |
11,330
-1,142
| -9% | -$81.3K | ﹤0.01% | 2040 |
|
|
2025
Q1 | $1.05M | Buy |
12,472
+2,057
| +20% | +$174K | ﹤0.01% | 1675 |
|
|
2024
Q4 | $957K | Buy |
10,415
+257
| +3% | +$23.6K | ﹤0.01% | 1671 |
|
|
2024
Q3 | $1.12M | Sell |
10,158
-503
| -5% | -$55.5K | ﹤0.01% | 1435 |
|
|
2024
Q2 | $931K | Sell |
10,661
-234
| -2% | -$20.4K | ﹤0.01% | 1452 |
|
|
2024
Q1 | $1.11M | Sell |
10,895
-5,737
| -34% | -$582K | ﹤0.01% | 1268 |
|
|
2023
Q4 | $1.57M | Sell |
16,632
-32
| -0.2% | -$3.03K | ﹤0.01% | 1012 |
|
|
2023
Q3 | $1.32M | Buy |
16,664
+1,936
| +13% | +$154K | ﹤0.01% | 1028 |
|
|
2023
Q2 | $1.41M | Buy |
14,728
+1,872
| +15% | +$179K | ﹤0.01% | 967 |
|
|
2023
Q1 | $1.2M | Buy |
12,856
+472
| +4% | +$44.1K | ﹤0.01% | 982 |
|
|
2022
Q4 | $1.02M | Buy |
12,384
+508
| +4% | +$42K | ﹤0.01% | 1020 |
|
|
2022
Q3 | $784K | Buy |
11,876
+1,656
| +16% | +$109K | ﹤0.01% | 1062 |
|
|
2022
Q2 | $800K | Buy |
10,220
+1,668
| +20% | +$131K | ﹤0.01% | 1061 |
|
|
2022
Q1 | $893K | Sell |
8,552
-232
| -3% | -$24.2K | ﹤0.01% | 1038 |
|
|
2021
Q4 | $920K | Buy |
8,784
+40
| +0.5% | +$4.19K | ﹤0.01% | 992 |
|
|
2021
Q3 | $904K | Buy |
8,744
+524
| +6% | +$54.2K | ﹤0.01% | 992 |
|
|
2021
Q2 | $814K | Sell |
8,220
-164
| -2% | -$16.2K | ﹤0.01% | 1021 |
|
|
2021
Q1 | $805K | Buy |
8,384
+124
| +2% | +$11.9K | ﹤0.01% | 1140 |
|
|
2020
Q4 | $750K | Buy |
8,260
+908
| +12% | +$82.4K | ﹤0.01% | 1079 |
|
|
2020
Q3 | $620K | Buy |
7,352
+516
| +8% | +$43.5K | ﹤0.01% | 1007 |
|
|
2020
Q2 | $485K | Sell |
6,836
-332
| -5% | -$23.6K | ﹤0.01% | 1040 |
|
|
2020
Q1 | $494K | Buy |
7,168
+144
| +2% | +$9.92K | ﹤0.01% | 944 |
|
|
2019
Q4 | $564K | Buy |
7,024
+316
| +5% | +$25.4K | ﹤0.01% | 1041 |
|
|
2019
Q3 | $498K | Sell |
6,708
-128
| -2% | -$9.5K | ﹤0.01% | 1060 |
|
|
2019
Q2 | $576K | Sell |
6,836
-536
| -7% | -$45.2K | ﹤0.01% | 998 |
|
|
2019
Q1 | $546K | Buy |
7,372
+304
| +4% | +$22.5K | ﹤0.01% | 980 |
|
|
2018
Q4 | $450K | Sell |
7,068
-100
| -1% | -$6.37K | ﹤0.01% | 1007 |
|
|
2018
Q3 | $497K | Sell |
7,168
-108
| -1% | -$7.49K | ﹤0.01% | 1072 |
|
|
2018
Q2 | $428K | Buy |
7,276
+208
| +3% | +$12.2K | ﹤0.01% | 1145 |
|
|
2018
Q1 | $404K | Sell |
7,068
-148
| -2% | -$8.46K | ﹤0.01% | 1179 |
|
|
2017
Q4 | $393K | Buy |
7,216
+484
| +7% | +$26.4K | ﹤0.01% | 1196 |
|
|
2017
Q3 | $399K | Sell |
6,732
-904
| -12% | -$53.6K | ﹤0.01% | 1144 |
|
|
2017
Q2 | $457K | Buy |
7,636
+64
| +0.8% | +$3.83K | ﹤0.01% | 1054 |
|
|
2017
Q1 | $378K | Buy |
7,572
+324
| +4% | +$16.2K | ﹤0.01% | 1126 |
|
|
2016
Q4 | $317K | Sell |
7,248
-96
| -1% | -$4.2K | ﹤0.01% | 1151 |
|
|
2016
Q3 | $329K | Buy |
7,344
+1,080
| +17% | +$48.4K | ﹤0.01% | 1128 |
|
|
2016
Q2 | $269K | Buy |
6,264
+4
| +0.1% | +$172 | ﹤0.01% | 1100 |
|
|
2016
Q1 | $241K | Sell |
6,260
-136
| -2% | -$5.24K | ﹤0.01% | 1115 |
|
|
2015
Q4 | $215K | Hold |
6,396
| – | – | ﹤0.01% | 1146 |
|
|
2015
Q3 | $238K | Buy |
+6,396
| New | +$238K | ﹤0.01% | 1090 |
|
|
2015
Q2 | – | Sell |
-6,916
| Closed | -$324K | – | 1402 |
|
|
2015
Q1 | $324K | Sell |
6,916
-80
| -1% | -$3.75K | ﹤0.01% | 949 |
|
|
2014
Q4 | $283K | Sell |
6,996
-84
| -1% | -$3.4K | ﹤0.01% | 967 |
|
|
2014
Q3 | $276K | Sell |
7,080
-820
| -10% | -$32K | ﹤0.01% | 903 |
|
|
2014
Q2 | $268K | Sell |
7,900
-2,892
| -27% | -$98.1K | ﹤0.01% | 889 |
|
|
2014
Q1 | $371K | Buy |
10,792
+52
| +0.5% | +$1.79K | 0.01% | 741 |
|
|
2013
Q4 | $333K | Buy |
10,740
+600
| +6% | +$18.6K | 0.01% | 644 |
|
|
2013
Q3 | $329K | Buy |
10,140
+3,952
| +64% | +$128K | 0.01% | 562 |
|
|
2013
Q2 | $184K | Buy |
+6,188
| New | +$184K | ﹤0.01% | 709 |
|