Plante Moran Financial 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
Q1 | – | Sell |
-92
| Closed | -$8.46K | – | 827 |
|
|
2024
Q4 | $8.46K | Buy |
+92
| New | +$8.46K | ﹤0.01% | 604 |
|
|
2022
Q1 | – | Sell |
-52
| Closed | -$5K | – | 840 |
|
|
2021
Q4 | $5K | Buy |
+52
| New | +$5K | ﹤0.01% | 809 |
|
|
2021
Q1 | – | Sell |
-140
| Closed | -$13K | – | 1014 |
|
|
2020
Q4 | $13K | Hold |
140
| – | – | ﹤0.01% | 589 |
|
|
2020
Q3 | $12K | Hold |
140
| – | – | ﹤0.01% | 575 |
|
|
2020
Q2 | $10K | Hold |
140
| – | – | ﹤0.01% | 518 |
|
|
2020
Q1 | $10K | Hold |
140
| – | – | ﹤0.01% | 491 |
|
|
2019
Q4 | $11K | Sell |
140
-692
| -83% | -$54.4K | ﹤0.01% | 529 |
|
|
2019
Q3 | $62K | Hold |
832
| – | – | 0.02% | 309 |
|
|
2019
Q2 | $70K | Hold |
832
| – | – | 0.02% | 271 |
|
|
2019
Q1 | $62K | Hold |
832
| – | – | 0.02% | 285 |
|
|
2018
Q4 | $53K | Hold |
832
| – | – | 0.02% | 274 |
|
|
2018
Q3 | $58K | Sell |
832
-60
| -7% | -$4.18K | 0.02% | 270 |
|
|
2018
Q2 | $53K | Buy |
892
+8
| +0.9% | +$475 | 0.03% | 312 |
|
|
2018
Q1 | $51K | Buy |
884
+92
| +12% | +$5.31K | 0.03% | 341 |
|
|
2017
Q4 | $43K | Buy |
792
+60
| +8% | +$3.26K | 0.02% | 373 |
|
|
2017
Q3 | $43K | Sell |
732
-4
| -0.5% | -$235 | 0.03% | 335 |
|
|
2017
Q2 | $44K | Hold |
736
| – | – | 0.03% | 338 |
|
|
2017
Q1 | $37K | Sell |
736
-180
| -20% | -$9.05K | 0.02% | 365 |
|
|
2016
Q4 | $40K | Sell |
916
-344
| -27% | -$15K | 0.02% | 364 |
|
|
2016
Q3 | $56K | Sell |
1,260
-12
| -0.9% | -$533 | 0.04% | 290 |
|
|
2016
Q2 | $55K | Sell |
1,272
-16
| -1% | -$692 | 0.04% | 267 |
|
|
2016
Q1 | $50K | Buy |
1,288
+196
| +18% | +$7.61K | 0.04% | 260 |
|
|
2015
Q4 | $37K | Hold |
1,092
| – | – | 0.03% | 343 |
|
|
2015
Q3 | $41K | Hold |
1,092
| – | – | 0.03% | 291 |
|
|
2015
Q2 | $49K | Hold |
1,092
| – | – | 0.04% | 295 |
|
|
2015
Q1 | $51K | Hold |
1,092
| – | – | 0.04% | 278 |
|
|
2014
Q4 | $44K | Hold |
1,092
| – | – | 0.03% | 296 |
|
|
2014
Q3 | $43K | Buy |
1,092
+556
| +104% | +$21.9K | 0.04% | 281 |
|
|
2014
Q2 | $18K | Hold |
536
| – | – | 0.02% | 399 |
|
|
2014
Q1 | $18K | Buy |
536
+400
| +294% | +$13.4K | 0.02% | 267 |
|
|
2013
Q4 | $4K | Hold |
136
| – | – | ﹤0.01% | 554 |
|
|
2013
Q3 | $4K | Hold |
136
| – | – | ﹤0.01% | 486 |
|
|
2013
Q2 | $4K | Buy |
+136
| New | +$4K | ﹤0.01% | 459 |
|