Roberts Capital 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 | – | Sell |
-5,004
| Closed | -$422K | – | 80 |
|
|
2025
Q1 | $422K | Hold |
5,004
| – | – | 0.37% | 80 |
|
|
2024
Q4 | $460K | Hold |
5,004
| – | – | 0.39% | 60 |
|
|
2024
Q3 | $552K | Hold |
5,004
| – | – | 0.47% | 55 |
|
|
2024
Q2 | $508K | Hold |
5,004
| – | – | 0.49% | 59 |
|
|
2024
Q1 | $508K | Buy |
+5,004
| New | +$508K | 0.49% | 59 |
|
|
2022
Q3 | $354K | Hold |
5,364
| – | – | 0.51% | 68 |
|
|
2022
Q2 | $420K | Hold |
5,364
| – | – | 0.58% | 58 |
|
|
2022
Q1 | $560K | Hold |
5,364
| – | – | 0.58% | 55 |
|
|
2021
Q4 | $562K | Buy |
+5,364
| New | +$562K | 0.52% | 65 |
|