Mowery & Schoenfeld 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 Q2	–	Sell	-33	Closed	-$2.78K	–	401
2025 Q1	$2.78K	Buy	33 +5	+18%	+$422	0.01%	373
2024 Q4	$2.58K	Buy	+28	New	+$2.58K	0.01%	374