Confluence Wealth Services’s Coherent COHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $915K | Buy |
10,256
+214
| +2% | +$19.1K | 0.05% | 182 |
|
|
2025
Q1 | $596K | Buy |
10,042
+993
| +11% | +$58.9K | 0.04% | 209 |
|
|
2024
Q4 | $975K | Buy |
9,049
+3,897
| +76% | +$420K | 0.06% | 156 |
|
|
2024
Q3 | $458K | Buy |
5,152
+249
| +5% | +$22.1K | 0.03% | 236 |
|
|
2024
Q2 | $355K | Sell |
4,903
-100
| -2% | -$7.25K | 0.03% | 273 |
|
|
2024
Q1 | $303K | Buy |
5,003
+200
| +4% | +$12.1K | 0.03% | 266 |
|
|
2023
Q4 | $209K | Buy |
+4,803
| New | +$209K | 0.02% | 282 |
|
|
2023
Q3 | – | Sell |
-5,653
| Closed | -$288K | – | 262 |
|
|
2023
Q2 | $288K | Hold |
5,653
| – | – | 0.06% | 218 |
|
|
2023
Q1 | $215K | Sell |
5,653
-100
| -2% | -$3.81K | 0.05% | 249 |
|
|
2022
Q4 | $202K | Buy |
+5,753
| New | +$202K | 0.05% | 226 |
|
|
2022
Q3 | – | Sell |
-11,570
| Closed | -$607K | – | 237 |
|
|
2022
Q2 | $607K | Sell |
11,570
-2
| -0% | -$105 | 0.27% | 124 |
|
|
2022
Q1 | $838K | Hold |
11,572
| – | – | 0.3% | 92 |
|
|
2021
Q4 | $790K | Buy |
+11,572
| New | +$790K | 0.25% | 97 |
|