Steward Partners Investment Advisory’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 | $133K | Buy |
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|
2025
Q2 | $64.3K | Sell |
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|
2025
Q1 | $84.4K | Sell |
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|
2024
Q4 | $129K | Buy |
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|
2024
Q3 | $130K | Buy |
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|
2024
Q2 | $80.6K | Sell |
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|
2024
Q1 | $106K | Buy |
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|
2023
Q4 | $68.1K | Buy |
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|
2023
Q3 | $53.4K | Sell |
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|
2023
Q2 | $78.2K | Hold |
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|
2023
Q1 | $76.2K | Hold |
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|
2022
Q4 | $67.5K | Hold |
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|
2022
Q3 | $54K | Sell |
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|
2022
Q2 | $73K | Sell |
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|
2022
Q1 | $124K | Buy |
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|
2021
Q4 | $87K | Hold |
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|
2021
Q3 | $86K | Hold |
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|
2021
Q2 | $82K | Sell |
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|
2021
Q1 | $87.2K | Buy |
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|
2020
Q4 | $80K | Hold |
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|
2020
Q3 | $74K | Hold |
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|
2020
Q2 | $62K | Sell |
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|
2020
Q1 | $66K | Sell |
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|
2019
Q4 | $82K | Sell |
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|
2019
Q3 | $84K | Hold |
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|
2019
Q2 | $96K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $66K | Sell |
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|
2018
Q2 | $61K | Sell |
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|
2018
Q1 | $82K | Buy |
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|
2017
Q4 | $39K | Buy |
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|
2017
Q3 | $9K | Buy |
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|
2017
Q2 | $0 | Hold |
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|
2017
Q1 | $0 | Buy |
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