Kestra Advisory Services’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 | $235K | Sell |
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|
2025
Q2 | $367K | Sell |
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|
2025
Q1 | $454K | Sell |
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|
2024
Q4 | $582K | Sell |
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|
2024
Q3 | $856K | Sell |
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|
2024
Q2 | $678K | Buy |
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|
2024
Q1 | $662K | Buy |
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|
2023
Q4 | $560K | Buy |
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|
2023
Q3 | $411K | Buy |
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|
2023
Q2 | $450K | Buy |
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|
2023
Q1 | $420K | Sell |
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|
2022
Q4 | $810K | Buy |
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|
2022
Q3 | $375K | Sell |
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|
2022
Q2 | $471K | Buy |
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|
2022
Q1 | $540K | Buy |
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|
2021
Q4 | $519K | Sell |
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|
2021
Q3 | $707K | Buy |
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|
2021
Q2 | $479K | Buy |
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|
2021
Q1 | $444K | Buy |
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|
2020
Q4 | $305K | Buy |
|