Bell Investment Advisors’s Coherent COHR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$26.2K	Buy	110 +3	+3%	+$687	﹤0.01%	377
2025 Q4	$19.7K	Buy	107 +36	+51%	+$5.38K	﹤0.01%	454
2025 Q3	$7.65K	Sell	71 -73	-51%	-$7.28K	﹤0.01%	739
2025 Q2	$12.8K	Sell	144 -76	-35%	-$5.47K	﹤0.01%	579
2025 Q1	$14.3K	Hold	220	–	–	﹤0.01%	484
2024 Q4	$20.8K	Sell	220 -8	-4%	-$800	﹤0.01%	375
2024 Q3	$20.3K	Buy	228 +36	+19%	+$2.69K	﹤0.01%	397
2024 Q2	$13.9K	Buy	192 +3	+2%	+$180	﹤0.01%	487
2024 Q1	$11.5K	Buy	189 +54	+40%	+$2.96K	﹤0.01%	533
2023 Q4	$5.88K	Buy	135 +44	+48%	+$1.59K	﹤0.01%	793
2023 Q3	$2.97K	Hold	91	–	–	﹤0.01%	1087
2023 Q2	$4.64K	Sell	91 -40	-31%	-$1.48K	﹤0.01%	859
2023 Q1	$4.99K	Sell	131 -15	-10%	-$610	﹤0.01%	792
2022 Q4	$5.13K	Buy	146 +114	+356%	+$3.96K	﹤0.01%	796
2022 Q3	$1K	Sell	32 -34	-52%	-$1.63K	﹤0.01%	1357
2022 Q2	$3K	Buy	+66	New	+$4.02K	﹤0.01%	914
2021 Q4	$2K	Buy	30 +15	+100%	+$944	﹤0.01%	1111
2021 Q3	$1K	Buy	+15	New	+$979	﹤0.01%	1318