HB Wealth Management’s Cooper Companies COO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,913	Closed	-$268K	–	1209
2024 Q4	$268K	Buy	2,913 +565	+24%	+$51.9K	﹤0.01%	842
2024 Q3	$259K	Sell	2,348 -177	-7%	-$19.5K	﹤0.01%	800
2024 Q2	$220K	Buy	+2,525	New	+$220K	﹤0.01%	806