Creative Planning’s Coherent COHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Buy |
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|
2025
Q1 | $957K | Buy |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $557K | Buy |
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|
2024
Q1 | $406K | Sell |
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|
2023
Q4 | $329K | Buy |
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|
2023
Q3 | $20.2K | Sell |
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|
2023
Q2 | $277K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $308K | Sell |
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|
2021
Q1 | $363K | Buy |
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|
2020
Q4 | $362K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $214K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $45K | Hold |
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|
2017
Q1 | $47K | Sell |
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|
2016
Q4 | $46K | Buy |
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|
2016
Q3 | $28K | Hold |
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|
2016
Q2 | $22K | Sell |
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|
2016
Q1 | $36K | Buy |
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|
2015
Q4 | $25K | Sell |
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|
2015
Q3 | $31K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $36K | Hold |
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|
2014
Q4 | $26K | Hold |
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|
2014
Q3 | $23K | Buy |
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|
2014
Q2 | $9K | Hold |
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|
2014
Q1 | $9K | Hold |
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|
2013
Q4 | $11K | Hold |
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|
2013
Q3 | $11K | Sell |
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|
2013
Q2 | $11K | Buy |
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