Confluence Wealth Services’s Coherent COHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $678K | Sell |
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|
2025
Q2 | $915K | Buy |
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|
2025
Q1 | $596K | Buy |
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|
2024
Q4 | $975K | Buy |
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|
2024
Q3 | $458K | Buy |
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|
2024
Q2 | $355K | Sell |
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|
2024
Q1 | $303K | Buy |
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|
2023
Q4 | $209K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $288K | Hold |
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|
2023
Q1 | $215K | Sell |
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|
2022
Q4 | $202K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $607K | Sell |
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|
2022
Q1 | $838K | Hold |
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|
2021
Q4 | $790K | Buy |
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