United Capital 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
Q2 | – | Sell |
-2,701
| Closed | -$228K | – | 1092 |
|
|
2025
Q1 | $228K | Sell |
2,701
-576
| -18% | -$48.6K | ﹤0.01% | 964 |
|
|
2024
Q4 | $301K | Sell |
3,277
-15
| -0.5% | -$1.38K | ﹤0.01% | 871 |
|
|
2024
Q3 | $363K | Sell |
3,292
-92
| -3% | -$10.2K | ﹤0.01% | 816 |
|
|
2024
Q2 | $295K | Buy |
3,384
+164
| +5% | +$14.3K | ﹤0.01% | 854 |
|
|
2024
Q1 | $327K | Sell |
3,220
-180
| -5% | -$18.3K | ﹤0.01% | 849 |
|
|
2023
Q4 | $322K | Sell |
3,400
-256
| -7% | -$24.2K | ﹤0.01% | 844 |
|
|
2023
Q3 | $291K | Sell |
3,656
-100
| -3% | -$7.95K | ﹤0.01% | 730 |
|
|
2023
Q2 | $360K | Buy |
3,756
+56
| +2% | +$5.37K | ﹤0.01% | 736 |
|
|
2023
Q1 | $345K | Buy |
3,700
+44
| +1% | +$4.11K | ﹤0.01% | 785 |
|
|
2022
Q4 | $302K | Sell |
3,656
-32
| -0.9% | -$2.65K | ﹤0.01% | 885 |
|
|
2022
Q3 | $243K | Sell |
3,688
-340
| -8% | -$22.4K | ﹤0.01% | 964 |
|
|
2022
Q2 | $315K | Buy |
4,028
+384
| +11% | +$30K | ﹤0.01% | 928 |
|
|
2022
Q1 | $380K | Buy |
3,644
+28
| +0.8% | +$2.92K | ﹤0.01% | 916 |
|
|
2021
Q4 | $379K | Sell |
3,616
-356
| -9% | -$37.3K | ﹤0.01% | 939 |
|
|
2021
Q3 | $410K | Sell |
3,972
-12
| -0.3% | -$1.24K | ﹤0.01% | 910 |
|
|
2021
Q2 | $395K | Buy |
3,984
+40
| +1% | +$3.97K | ﹤0.01% | 931 |
|
|
2021
Q1 | $379K | Sell |
3,944
-48
| -1% | -$4.61K | ﹤0.01% | 926 |
|
|
2020
Q4 | $363K | Hold |
3,992
| – | – | ﹤0.01% | 935 |
|
|
2020
Q3 | $336K | Buy |
3,992
+432
| +12% | +$36.4K | ﹤0.01% | 923 |
|
|
2020
Q2 | $252K | Buy |
3,560
+8
| +0.2% | +$566 | ﹤0.01% | 1031 |
|
|
2020
Q1 | $245K | Sell |
3,552
-416
| -10% | -$28.7K | ﹤0.01% | 1015 |
|
|
2019
Q4 | $319K | Sell |
3,968
-1,196
| -23% | -$96.2K | ﹤0.01% | 1107 |
|
|
2019
Q3 | $383K | Sell |
5,164
-576
| -10% | -$42.7K | ﹤0.01% | 1013 |
|
|
2019
Q2 | $483K | Buy |
5,740
+156
| +3% | +$13.1K | ﹤0.01% | 1052 |
|
|
2019
Q1 | $413K | Buy |
5,584
+24
| +0.4% | +$1.78K | ﹤0.01% | 1026 |
|
|
2018
Q4 | $354K | Sell |
5,560
-336
| -6% | -$21.4K | ﹤0.01% | 1014 |
|
|
2018
Q3 | $409K | Sell |
5,896
-60
| -1% | -$4.16K | ﹤0.01% | 1011 |
|
|
2018
Q2 | $351K | Sell |
5,956
-92
| -2% | -$5.42K | ﹤0.01% | 1035 |
|
|
2018
Q1 | $346K | Sell |
6,048
-1,260
| -17% | -$72.1K | ﹤0.01% | 1047 |
|
|
2017
Q4 | $402K | Sell |
7,308
-1,504
| -17% | -$82.7K | ﹤0.01% | 1023 |
|
|
2017
Q3 | $522K | Sell |
8,812
-2,096
| -19% | -$124K | ﹤0.01% | 946 |
|
|
2017
Q2 | $653K | Sell |
10,908
-2,292
| -17% | -$137K | 0.01% | 868 |
|
|
2017
Q1 | $660K | Buy |
13,200
+6,292
| +91% | +$315K | 0.01% | 848 |
|
|
2016
Q4 | $302K | Buy |
+6,908
| New | +$302K | ﹤0.01% | 1050 |
|
|
2015
Q4 | – | Sell |
-14,796
| Closed | -$551K | – | 1220 |
|
|
2015
Q3 | $551K | Buy |
14,796
+3,044
| +26% | +$113K | 0.01% | 864 |
|
|
2015
Q2 | $523K | Buy |
11,752
+1,524
| +15% | +$67.8K | 0.01% | 900 |
|
|
2015
Q1 | $455K | Buy |
10,228
+172
| +2% | +$7.65K | 0.01% | 927 |
|
|
2014
Q4 | $407K | Buy |
10,056
+1,516
| +18% | +$61.4K | 0.01% | 887 |
|
|
2014
Q3 | $333K | Buy |
+8,540
| New | +$333K | 0.01% | 908 |
|