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 |
|