Mount Yale Investment Advisors’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $754K | Buy |
10,550
+3,572
| +51% | +$283K | 0.02% | 587 |
|
|
2025
Q4 | $572K | Sell |
6,978
-2,532
| -27% | -$190K | 0.03% | 433 |
|
|
2025
Q3 | $652K | Buy |
9,510
+5,304
| +126% | +$376K | 0.05% | 359 |
|
|
2025
Q2 | $299K | Sell |
4,206
-1,759
| -29% | -$135K | 0.02% | 457 |
|
|
2025
Q1 | $503K | Sell |
5,965
-1,114
| -16% | -$99.8K | 0.04% | 324 |
|
|
2024
Q4 | $651K | Sell |
7,079
-31
| -0.4% | -$3.16K | 0.05% | 296 |
|
|
2024
Q3 | $785K | Sell |
7,110
-301
| -4% | -$29.3K | 0.08% | 243 |
|
|
2024
Q2 | $647K | Sell |
7,411
-307
| -4% | -$28.7K | 0.05% | 295 |
|
|
2024
Q1 | $783K | Sell |
7,718
-390
| -5% | -$37.7K | 0.06% | 271 |
|
|
2023
Q4 | $767K | Sell |
8,108
-36
| -0.4% | -$3.02K | 0.07% | 243 |
|
|
2023
Q3 | $647K | Buy |
8,144
+228
| +3% | +$21K | 0.07% | 263 |
|
|
2023
Q2 | $759K | Sell |
7,916
-276
| -3% | -$25.9K | 0.08% | 245 |
|
|
2023
Q1 | $765K | Sell |
8,192
-964
| -11% | -$82.9K | 0.09% | 239 |
|
|
2022
Q4 | $757K | Buy |
9,156
+256
| +3% | +$18.9K | 0.09% | 239 |
|
|
2022
Q3 | $587K | Buy |
8,900
+44
| +0.5% | +$3.37K | 0.08% | 250 |
|
|
2022
Q2 | $693K | Sell |
8,856
-188
| -2% | -$16.6K | 0.09% | 234 |
|
|
2022
Q1 | $944K | Sell |
9,044
-184
| -2% | -$18.5K | 0.1% | 203 |
|
|
2021
Q4 | $966K | Buy |
9,228
+36
| +0.4% | +$3.67K | 0.1% | 206 |
|
|
2021
Q3 | $950K | Buy |
9,192
+124
| +1% | +$13.2K | 0.11% | 200 |
|
|
2021
Q2 | $898K | Buy |
9,068
+76
| +0.8% | +$7.45K | 0.11% | 200 |
|
|
2021
Q1 | $863K | Buy |
8,992
+272
| +3% | +$25.8K | 0.11% | 193 |
|
|
2020
Q4 | $792K | Buy |
8,720
+136
| +2% | +$11.7K | 0.11% | 195 |
|
|
2020
Q3 | $723K | Sell |
8,584
-44
| -0.5% | -$3.38K | 0.1% | 195 |
|
|
2020
Q2 | $612K | Buy |
8,628
+1,744
| +25% | +$129K | 0.11% | 197 |
|
|
2020
Q1 | $474K | Buy |
6,884
+712
| +12% | +$58K | 0.11% | 178 |
|
|
2019
Q4 | $535K | Sell |
6,172
-436
| -7% | -$32.9K | 0.09% | 183 |
|
|
2019
Q3 | $487K | Sell |
6,608
-168
| -2% | -$13.5K | 0.09% | 195 |
|
|
2019
Q2 | $560K | Sell |
6,776
-32
| -0.5% | -$2.41K | 0.1% | 161 |
|
|
2019
Q1 | $504K | Hold |
6,808
| – | – | 0.09% | 174 |
|
|
2018
Q4 | $468K | Sell |
6,808
-484
| -7% | -$31.3K | 0.1% | 186 |
|
|
2018
Q3 | $485K | Sell |
7,292
-84
| -1% | -$5.39K | 0.08% | 177 |
|
|
2018
Q2 | $434K | Hold |
7,376
| – | – | 0.08% | 195 |
|
|
2018
Q1 | $422K | Buy |
+7,376
| New | +$430K | 0.09% | 202 |
|
Other funds holding COO
VCM
VPM
BW
