Mount Yale Investment Advisors’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 | $299K | Sell |
4,206
-1,759
| -29% | -$125K | 0.02% | 457 |
|
|
2025
Q1 | $503K | Sell |
5,965
-1,114
| -16% | -$94K | 0.04% | 324 |
|
|
2024
Q4 | $651K | Sell |
7,079
-31
| -0.4% | -$2.85K | 0.05% | 296 |
|
|
2024
Q3 | $785K | Sell |
7,110
-301
| -4% | -$33.2K | 0.08% | 243 |
|
|
2024
Q2 | $647K | Sell |
7,411
-307
| -4% | -$26.8K | 0.05% | 295 |
|
|
2024
Q1 | $783K | Sell |
7,718
-390
| -5% | -$39.6K | 0.06% | 271 |
|
|
2023
Q4 | $767K | Sell |
8,108
-36
| -0.4% | -$3.41K | 0.07% | 243 |
|
|
2023
Q3 | $647K | Buy |
8,144
+228
| +3% | +$18.1K | 0.07% | 262 |
|
|
2023
Q2 | $759K | Sell |
7,916
-276
| -3% | -$26.5K | 0.08% | 245 |
|
|
2023
Q1 | $765K | Sell |
8,192
-964
| -11% | -$90K | 0.09% | 239 |
|
|
2022
Q4 | $757K | Buy |
9,156
+256
| +3% | +$21.2K | 0.09% | 237 |
|
|
2022
Q3 | $587K | Buy |
8,900
+44
| +0.5% | +$2.9K | 0.08% | 249 |
|
|
2022
Q2 | $693K | Sell |
8,856
-188
| -2% | -$14.7K | 0.09% | 233 |
|
|
2022
Q1 | $944K | Sell |
9,044
-184
| -2% | -$19.2K | 0.1% | 203 |
|
|
2021
Q4 | $966K | Buy |
9,228
+36
| +0.4% | +$3.77K | 0.1% | 206 |
|
|
2021
Q3 | $950K | Buy |
9,192
+124
| +1% | +$12.8K | 0.11% | 200 |
|
|
2021
Q2 | $898K | Buy |
9,068
+76
| +0.8% | +$7.53K | 0.11% | 199 |
|
|
2021
Q1 | $863K | Buy |
8,992
+272
| +3% | +$26.1K | 0.11% | 192 |
|
|
2020
Q4 | $792K | Buy |
8,720
+136
| +2% | +$12.4K | 0.11% | 195 |
|
|
2020
Q3 | $723K | Sell |
8,584
-44
| -0.5% | -$3.71K | 0.1% | 193 |
|
|
2020
Q2 | $612K | Buy |
8,628
+1,744
| +25% | +$124K | 0.11% | 197 |
|
|
2020
Q1 | $474K | Buy |
6,884
+712
| +12% | +$49K | 0.11% | 178 |
|
|
2019
Q4 | $535K | Sell |
6,172
-436
| -7% | -$37.8K | 0.09% | 181 |
|
|
2019
Q3 | $487K | Sell |
6,608
-168
| -2% | -$12.4K | 0.09% | 195 |
|
|
2019
Q2 | $560K | Sell |
6,776
-32
| -0.5% | -$2.65K | 0.1% | 161 |
|
|
2019
Q1 | $504K | Hold |
6,808
| – | – | 0.09% | 174 |
|
|
2018
Q4 | $468K | Sell |
6,808
-484
| -7% | -$33.3K | 0.1% | 186 |
|
|
2018
Q3 | $485K | Sell |
7,292
-84
| -1% | -$5.59K | 0.08% | 177 |
|
|
2018
Q2 | $434K | Hold |
7,376
| – | – | 0.08% | 195 |
|
|
2018
Q1 | $422K | Buy |
+7,376
| New | +$422K | 0.09% | 202 |
|