Creative Planning’s Coty COTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $963K | Buy |
479,255
+400,021
| +505% | +$1.08M | ﹤0.01% | 2496 |
|
|
2025
Q4 | $244K | Buy |
79,234
+29,670
| +60% | +$108K | ﹤0.01% | 3394 |
|
|
2025
Q3 | $200K | Sell |
49,564
-70,293
| -59% | -$322K | ﹤0.01% | 3483 |
|
|
2025
Q2 | $557K | Buy |
119,857
+23,053
| +24% | +$114K | ﹤0.01% | 2368 |
|
|
2025
Q1 | $530K | Buy |
96,804
+11,549
| +14% | +$72.3K | ﹤0.01% | 2231 |
|
|
2024
Q4 | $593K | Buy |
85,255
+48,436
| +132% | +$372K | ﹤0.01% | 2068 |
|
|
2024
Q3 | $346K | Sell |
36,819
-5,078
| -12% | -$48.4K | ﹤0.01% | 2409 |
|
|
2024
Q2 | $420K | Sell |
41,897
-5,226
| -11% | -$56K | ﹤0.01% | 2084 |
|
|
2024
Q1 | $564K | Buy |
47,123
+10,739
| +30% | +$131K | ﹤0.01% | 1771 |
|
|
2023
Q4 | $452K | Buy |
36,384
+6,699
| +23% | +$72.4K | ﹤0.01% | 1781 |
|
|
2023
Q3 | $326K | Sell |
29,685
-279
| -0.9% | -$3.29K | ﹤0.01% | 1865 |
|
|
2023
Q2 | $368K | Sell |
29,964
-2,908
| -9% | -$34.3K | ﹤0.01% | 1751 |
|
|
2023
Q1 | $396K | Buy |
32,872
+10,431
| +46% | +$110K | ﹤0.01% | 1626 |
|
|
2022
Q4 | $192K | Buy |
22,441
+8,083
| +56% | +$59.3K | ﹤0.01% | 2028 |
|
|
2022
Q3 | $91K | Sell |
14,358
-476
| -3% | -$3.6K | ﹤0.01% | 2040 |
|
|
2022
Q2 | $119K | Buy |
14,834
+446
| +3% | +$3.35K | ﹤0.01% | 1954 |
|
|
2022
Q1 | $129K | Buy |
14,388
+605
| +4% | +$5.39K | ﹤0.01% | 1958 |
|
|
2021
Q4 | $145K | Sell |
13,783
-200
| -1% | -$1.88K | ﹤0.01% | 1916 |
|
|
2021
Q3 | $110K | Sell |
13,983
-6,104
| -30% | -$52.2K | ﹤0.01% | 1936 |
|
|
2021
Q2 | $188K | Sell |
20,087
-4,331
| -18% | -$39.3K | ﹤0.01% | 1807 |
|
|
2021
Q1 | $220K | Sell |
24,418
-15,129
| -38% | -$115K | ﹤0.01% | 2023 |
|
|
2020
Q4 | $278K | Buy |
39,547
+14,284
| +57% | +$73.6K | ﹤0.01% | 1674 |
|
|
2020
Q3 | $68K | Buy |
+25,263
| New | +$95.4K | ﹤0.01% | 1877 |
|
|
2020
Q1 | – | Sell |
-690
| Closed | -$8K | – | 1904 |
|
|
2019
Q4 | $8K | Buy |
+690
| New | +$7.86K | ﹤0.01% | 1920 |
|
|
2017
Q3 | – | Sell |
-857
| Closed | -$16K | – | 2236 |
|
|
2017
Q2 | $16K | Sell |
857
-978
| -53% | -$18.1K | ﹤0.01% | 3311 |
|
|
2017
Q1 | $33K | Buy |
1,835
+1,071
| +140% | +$20.3K | ﹤0.01% | 2765 |
|
|
2016
Q4 | $14K | Buy |
+764
| New | +$15.8K | ﹤0.01% | 3304 |
|
|
2016
Q3 | – | Sell |
-41
| Closed | -$1K | – | 4585 |
|
|
2016
Q2 | $1K | Buy |
+41
| New | +$1.12K | ﹤0.01% | 4146 |
|
Other funds holding COTY
BS
VPM
VCM
