Balanced Wealth Group’s Coherent COHR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$301K	Buy	+2,799	New	+$301K	0.13%	56
2025 Q1	–	Sell	-2,872	Closed	-$260K	–	66
2024 Q4	$260K	Hold	2,872	–	–	0.12%	61
2024 Q3	$255K	Hold	2,872	–	–	0.11%	60
2024 Q2	$209K	Buy	+2,872	New	+$209K	0.1%	67