Exencial Wealth 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	$6.95M	Sell	97,671 -4,516	-4%	-$321K	0.24%	111
2025 Q1	$8.62M	Buy	+102,187	New	+$8.62M	0.32%	95