Congress Wealth Management’s Coherent COHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.34M | Buy |
59,806
+31,389
| +110% | +$2.8M | 0.05% | 367 |
|
|
2025
Q1 | $1.85M | Buy |
28,417
+302
| +1% | +$19.6K | 0.02% | 509 |
|
|
2024
Q4 | $2.66M | Sell |
28,115
-34,762
| -55% | -$3.29M | 0.04% | 371 |
|
|
2024
Q3 | $5.59M | Buy |
62,877
+21,365
| +51% | +$1.9M | 0.07% | 278 |
|
|
2024
Q2 | $3.01M | Buy |
+41,512
| New | +$3.01M | 0.05% | 304 |
|