United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $533K | Buy |
|
|||||
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $228K | Sell |
|
|||||
|
2024
Q4 | $301K | Sell |
|
|||||
|
2024
Q3 | $363K | Sell |
|
|||||
|
2024
Q2 | $295K | Buy |
|
|||||
|
2024
Q1 | $327K | Sell |
|
|||||
|
2023
Q4 | $322K | Sell |
|
|||||
|
2023
Q3 | $291K | Sell |
|
|||||
|
2023
Q2 | $360K | Buy |
|
|||||
|
2023
Q1 | $345K | Buy |
|
|||||
|
2022
Q4 | $302K | Sell |
|
|||||
|
2022
Q3 | $243K | Sell |
|
|||||
|
2022
Q2 | $315K | Buy |
|
|||||
|
2022
Q1 | $380K | Buy |
|
|||||
|
2021
Q4 | $379K | Sell |
|
|||||
|
2021
Q3 | $410K | Sell |
|
|||||
|
2021
Q2 | $395K | Buy |
|
|||||
|
2021
Q1 | $379K | Sell |
|
|||||
|
2020
Q4 | $363K | Hold |
|
|||||
|
2020
Q3 | $336K | Buy |
|
|||||
|
2020
Q2 | $252K | Buy |
|
|||||
|
2020
Q1 | $245K | Sell |
|
|||||
|
2019
Q4 | $319K | Sell |
|
|||||
|
2019
Q3 | $383K | Sell |
|
|||||
|
2019
Q2 | $483K | Buy |
|
|||||
|
2019
Q1 | $413K | Buy |
|
|||||
|
2018
Q4 | $354K | Sell |
|
|||||
|
2018
Q3 | $409K | Sell |
|
|||||
|
2018
Q2 | $351K | Sell |
|
|||||
|
2018
Q1 | $346K | Sell |
|
|||||
|
2017
Q4 | $402K | Sell |
|
|||||
|
2017
Q3 | $522K | Sell |
|
|||||
|
2017
Q2 | $653K | Sell |
|
|||||
|
2017
Q1 | $660K | Buy |
|
|||||
|
2016
Q4 | $302K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $551K | Buy |
|
|||||
|
2015
Q2 | $523K | Buy |
|
|||||
|
2015
Q1 | $455K | Buy |
|
|||||
|
2014
Q4 | $407K | Buy |
|
|||||
|
2014
Q3 | $333K | Buy |
|