NWAG
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Net Worth Advisory Group’s Cooper Companies COO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$751K Buy
10,554
+1,106
+12% +$78.7K 0.17% 122
2025
Q1
$797K Buy
9,448
+908
+11% +$76.6K 0.25% 82
2024
Q4
$785K Buy
8,540
+95
+1% +$8.73K 0.24% 87
2024
Q3
$932K Buy
+8,445
New +$932K 0.28% 61