Heritage Family Offices’s Cooper Companies COO Stock Holding History

Heritage Family Offices’s Portfolio COO Stock Details COO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$454K	Sell
2025 Q2	$558K	Hold
2025 Q1	$562K	Buy
2024 Q4	$458K	Buy
2024 Q3	$548K	Buy
2024 Q2	$430K	Buy