Heritage Family Offices’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	$558K	Hold	6,659	–	–	0.28%	86
2025 Q1	$562K	Buy	6,659 +1,674	+34%	+$141K	0.29%	86
2024 Q4	$458K	Buy	4,985 +19	+0.4%	+$1.75K	0.23%	92
2024 Q3	$548K	Buy	4,966 +35	+0.7%	+$3.86K	0.28%	76
2024 Q2	$430K	Buy	+4,931	New	+$430K	0.24%	87