National Wealth Management Group’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	-3,432	Closed	-$316K	–	154
2024 Q4	$316K	Buy	3,432 +104	+3%	+$9.56K	0.21%	101
2024 Q3	$367K	Buy	+3,328	New	+$367K	0.25%	97