Avantax Planning Partners’s Coherent COHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Hold |
4,801
| – | – | 0.01% | 289 |
|
|
2025
Q1 | $312K | Hold |
4,801
| – | – | 0.01% | 330 |
|
|
2024
Q4 | $455K | Hold |
4,801
| – | – | 0.02% | 270 |
|
|
2024
Q3 | $427K | Hold |
4,801
| – | – | 0.02% | 284 |
|
|
2024
Q2 | $348K | Buy |
4,801
+320
| +7% | +$23.2K | 0.01% | 335 |
|
|
2024
Q1 | $272K | Buy |
+4,481
| New | +$272K | 0.01% | 380 |
|