EP Wealth Advisors’s Cooper Companies COO Stock Holding History

EP Wealth Advisors’s Portfolio COO Stock Details COO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$645K	Sell
2025 Q1	$1.04M	Buy
2024 Q4	$408K	Buy
2024 Q3	$468K	Sell
2024 Q2	$379K	Sell
2024 Q1	$447K	Buy
2023 Q4	$406K	Buy