Creative Planning’s Coty COTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$557K Buy
119,857
+23,053
+24% +$107K ﹤0.01% 2362
2025
Q1
$530K Buy
96,804
+11,549
+14% +$63.2K ﹤0.01% 2226
2024
Q4
$593K Buy
85,255
+48,436
+132% +$337K ﹤0.01% 2062
2024
Q3
$346K Sell
36,819
-5,078
-12% -$47.7K ﹤0.01% 2409
2024
Q2
$420K Sell
41,897
-5,226
-11% -$52.4K ﹤0.01% 2076
2024
Q1
$564K Buy
47,123
+10,739
+30% +$128K ﹤0.01% 1765
2023
Q4
$452K Buy
36,384
+6,699
+23% +$83.2K ﹤0.01% 1777
2023
Q3
$326K Sell
29,685
-279
-0.9% -$3.06K ﹤0.01% 1860
2023
Q2
$368K Sell
29,964
-2,908
-9% -$35.7K ﹤0.01% 1744
2023
Q1
$396K Buy
32,872
+10,431
+46% +$126K ﹤0.01% 1620
2022
Q4
$192K Buy
22,441
+8,083
+56% +$69.2K ﹤0.01% 2019
2022
Q3
$91K Sell
14,358
-476
-3% -$3.02K ﹤0.01% 2018
2022
Q2
$119K Buy
14,834
+446
+3% +$3.58K ﹤0.01% 1943
2022
Q1
$129K Buy
14,388
+605
+4% +$5.42K ﹤0.01% 1954
2021
Q4
$145K Sell
13,783
-200
-1% -$2.1K ﹤0.01% 1916
2021
Q3
$110K Sell
13,983
-6,104
-30% -$48K ﹤0.01% 1929
2021
Q2
$188K Sell
20,087
-4,331
-18% -$40.5K ﹤0.01% 1798
2021
Q1
$220K Sell
24,418
-15,129
-38% -$136K ﹤0.01% 1986
2020
Q4
$278K Buy
39,547
+14,284
+57% +$100K ﹤0.01% 1647
2020
Q3
$68K Buy
+25,263
New +$68K ﹤0.01% 1831
2020
Q1
Sell
-690
Closed -$8K 1765
2019
Q4
$8K Buy
+690
New +$8K ﹤0.01% 1867
2017
Q3
Sell
-857
Closed -$16K 2188
2017
Q2
$16K Sell
857
-978
-53% -$18.3K ﹤0.01% 3272
2017
Q1
$33K Buy
1,835
+1,071
+140% +$19.3K ﹤0.01% 2739
2016
Q4
$14K Buy
+764
New +$14K ﹤0.01% 3259
2016
Q3
Sell
-41
Closed -$1K 4382
2016
Q2
$1K Buy
+41
New +$1K ﹤0.01% 4029