Wealth Enhancement Advisory Services’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
$607K Sell
8,276
-348
-4% -$25.5K ﹤0.01% 2070
2025
Q1
$727K Sell
8,624
-746
-8% -$62.9K ﹤0.01% 1787
2024
Q4
$861K Buy
9,370
+309
+3% +$28.4K ﹤0.01% 1614
2024
Q3
$1,000K Buy
9,061
+2,264
+33% +$250K ﹤0.01% 1389
2024
Q2
$593K Buy
6,797
+184
+3% +$16.1K ﹤0.01% 1546
2024
Q1
$671K Buy
6,613
+305
+5% +$30.9K ﹤0.01% 1423
2023
Q4
$597K Hold
6,308
﹤0.01% 1408
2023
Q3
$502K Buy
+6,308
New +$502K ﹤0.01% 1418