Principia Wealth Advisory’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	$356	Buy	5 +4	+400%	+$285	﹤0.01%	808
2025 Q1	$78	Sell	1 -3	-75%	-$234	﹤0.01%	816
2024 Q4	$368	Buy	+4	New	+$368	﹤0.01%	627