Carson Wealth (CWM LLC)’s Coherent COHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Sell |
2,464
-184
| -7% | -$16.4K | ﹤0.01% | 2093 |
|
|
2025
Q1 | $172K | Sell |
2,648
-90
| -3% | -$5.85K | ﹤0.01% | 2028 |
|
|
2024
Q4 | $259K | Sell |
2,738
-33
| -1% | -$3.12K | ﹤0.01% | 1675 |
|
|
2024
Q3 | $246K | Buy |
2,771
+57
| +2% | +$5.06K | ﹤0.01% | 1646 |
|
|
2024
Q2 | $197K | Buy |
2,714
+482
| +22% | +$35K | ﹤0.01% | 1592 |
|
|
2024
Q1 | $135K | Buy |
2,232
+1,231
| +123% | +$74.5K | ﹤0.01% | 1705 |
|
|
2023
Q4 | $44K | Sell |
1,001
-122
| -11% | -$5.36K | ﹤0.01% | 2242 |
|
|
2023
Q3 | $37K | Buy |
1,123
+376
| +50% | +$12.4K | ﹤0.01% | 2261 |
|
|
2023
Q2 | $38K | Sell |
747
-416
| -36% | -$21.2K | ﹤0.01% | 2176 |
|
|
2023
Q1 | $44K | Sell |
1,163
-6
| -0.5% | -$227 | ﹤0.01% | 1940 |
|
|
2022
Q4 | $41K | Sell |
1,169
-2,217
| -65% | -$77.8K | ﹤0.01% | 1853 |
|
|
2022
Q3 | $118K | Buy |
3,386
+1,298
| +62% | +$45.2K | ﹤0.01% | 1267 |
|
|
2022
Q2 | $106K | Buy |
2,088
+731
| +54% | +$37.1K | ﹤0.01% | 1295 |
|
|
2022
Q1 | $98K | Buy |
1,357
+59
| +5% | +$4.26K | ﹤0.01% | 1328 |
|
|
2021
Q4 | $89K | Buy |
+1,298
| New | +$89K | ﹤0.01% | 1333 |
|
|
2021
Q2 | $128K | Hold |
1,767
| – | – | ﹤0.01% | 1046 |
|
|
2021
Q1 | $128K | Hold |
1,767
| – | – | ﹤0.01% | 1046 |
|
|
2020
Q4 | $128K | Hold |
1,767
| – | – | ﹤0.01% | 1046 |
|
|
2020
Q3 | $128K | Hold |
1,767
| – | – | ﹤0.01% | 1046 |
|
|
2020
Q2 | $128K | Hold |
1,767
| – | – | ﹤0.01% | 1046 |
|
|
2020
Q1 | $128K | Hold |
1,767
| – | – | ﹤0.01% | 1046 |
|
|
2019
Q4 | $128K | Hold |
1,767
| – | – | ﹤0.01% | 1046 |
|
|
2019
Q3 | $128K | Hold |
1,767
| – | – | ﹤0.01% | 1046 |
|
|
2019
Q2 | $128K | Hold |
1,767
| – | – | ﹤0.01% | 1046 |
|
|
2019
Q1 | $128K | Buy |
+1,767
| New | +$128K | ﹤0.01% | 1046 |
|
|
2018
Q3 | – | Sell |
-10
| Closed | – | – | 1851 |
|
|
2018
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1692 |
|