Heritage Wealth Management (Arizona)’s Cooper Companies COO Stock Holding History

Heritage Wealth Management (Arizona)’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
2024 Q2	$430K	Sell
2024 Q1	$557K	Sell
2023 Q4	$539K	Buy
2022 Q4	$1.3M	Buy
2022 Q3	$358K	Sell
2022 Q2	$426K	Buy
2022 Q1	$499K	Buy
2021 Q3	$243K	Buy
2021 Q2	$194K	Buy
2021 Q1	$122K	Buy