CAPTRUST Financial Advisors’s Coherus Oncology CHRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $28.7K | Buy |
16,994
+3,880
| +30% | +$6.89K | ﹤0.01% | 2941 |
|
|
2025
Q4 | $18.6K | Buy |
13,114
+2,352
| +22% | +$3.43K | ﹤0.01% | 2717 |
|
|
2025
Q3 | $17.6K | Sell |
10,762
-1,310
| -11% | -$1.46K | ﹤0.01% | 2610 |
|
|
2025
Q2 | $8.83K | Buy |
12,072
+904
| +8% | +$781 | ﹤0.01% | 2500 |
|
|
2025
Q1 | $9.01K | Sell |
11,168
-317
| -3% | -$365 | ﹤0.01% | 2341 |
|
|
2024
Q4 | $15.8K | Sell |
11,485
-7,304
| -39% | -$8.19K | ﹤0.01% | 2275 |
|
|
2024
Q3 | $19.5K | Buy |
18,789
+7,393
| +65% | +$10.1K | ﹤0.01% | 2261 |
|
|
2024
Q2 | $19.7K | Buy |
11,396
+889
| +8% | +$1.79K | ﹤0.01% | 2174 |
|
|
2024
Q1 | $25.1K | Buy |
+10,507
| New | +$25.9K | ﹤0.01% | 2111 |
|
|
2023
Q4 | – | Sell |
-42,607
| Closed | -$159K | – | 2692 |
|
|
2023
Q3 | $159K | Buy |
42,607
+18,862
| +79% | +$87.1K | ﹤0.01% | 2353 |
|
|
2023
Q2 | $101K | Buy |
+23,745
| New | +$140K | ﹤0.01% | 2375 |
|
|
2022
Q3 | – | Sell |
-2,725
| Closed | -$20K | – | 2406 |
|
|
2022
Q2 | $20K | Buy |
2,725
+321
| +13% | +$2.79K | ﹤0.01% | 3369 |
|
|
2022
Q1 | $31K | Buy |
2,404
+2,250
| +1,461% | +$28.6K | ﹤0.01% | 3116 |
|
|
2021
Q4 | $2K | Buy |
154
+29
| +23% | +$507 | ﹤0.01% | 4392 |
|
|
2021
Q3 | $2K | Sell |
125
-513
| -80% | -$7.52K | ﹤0.01% | 4240 |
|
|
2021
Q2 | $9K | Buy |
638
+415
| +186% | +$5.88K | ﹤0.01% | 3587 |
|
|
2021
Q1 | $3K | Buy |
223
+98
| +78% | +$1.66K | ﹤0.01% | 3895 |
|
|
2020
Q4 | $2K | Buy |
+125
| New | +$2.23K | ﹤0.01% | 3091 |
|
|
2020
Q3 | – | Sell |
-2,000
| Closed | -$36K | – | 3069 |
|
|
2020
Q2 | $36K | Buy |
+2,000
| New | +$33.9K | ﹤0.01% | 1736 |
|
Other funds holding CHRS
VCM
SB
KKRC
CM
CWG