Creative Planning’s Coherent COHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Buy |
118,418
+103,687
| +704% | +$9.25M | 0.01% | 505 |
|
|
2025
Q1 | $957K | Buy |
14,731
+1,984
| +16% | +$129K | ﹤0.01% | 1753 |
|
|
2024
Q4 | $1.21M | Buy |
12,747
+1,410
| +12% | +$134K | ﹤0.01% | 1494 |
|
|
2024
Q3 | $1.01M | Buy |
11,337
+3,656
| +48% | +$325K | ﹤0.01% | 1503 |
|
|
2024
Q2 | $557K | Buy |
7,681
+990
| +15% | +$71.7K | ﹤0.01% | 1850 |
|
|
2024
Q1 | $406K | Sell |
6,691
-864
| -11% | -$52.4K | ﹤0.01% | 2008 |
|
|
2023
Q4 | $329K | Buy |
7,555
+6,935
| +1,119% | +$302K | ﹤0.01% | 2017 |
|
|
2023
Q3 | $20.2K | Sell |
620
-4,805
| -89% | -$157K | ﹤0.01% | 2564 |
|
|
2023
Q2 | $277K | Buy |
+5,425
| New | +$277K | ﹤0.01% | 1955 |
|
|
2021
Q3 | – | Sell |
-4,247
| Closed | -$308K | – | 2067 |
|
|
2021
Q2 | $308K | Sell |
4,247
-1,065
| -20% | -$77.2K | ﹤0.01% | 1541 |
|
|
2021
Q1 | $363K | Buy |
5,312
+547
| +11% | +$37.4K | ﹤0.01% | 1632 |
|
|
2020
Q4 | $362K | Buy |
+4,765
| New | +$362K | ﹤0.01% | 1480 |
|
|
2020
Q3 | – | Sell |
-4,530
| Closed | -$214K | – | 1962 |
|
|
2020
Q2 | $214K | Buy |
+4,530
| New | +$214K | ﹤0.01% | 1471 |
|
|
2017
Q3 | – | Sell |
-1,316
| Closed | -$45K | – | 2182 |
|
|
2017
Q2 | $45K | Hold |
1,316
| – | – | ﹤0.01% | 2575 |
|
|
2017
Q1 | $47K | Sell |
1,316
-230
| -15% | -$8.21K | ﹤0.01% | 2498 |
|
|
2016
Q4 | $46K | Buy |
1,546
+397
| +35% | +$11.8K | ﹤0.01% | 2427 |
|
|
2016
Q3 | $28K | Hold |
1,149
| – | – | ﹤0.01% | 2763 |
|
|
2016
Q2 | $22K | Sell |
1,149
-491
| -30% | -$9.4K | ﹤0.01% | 2690 |
|
|
2016
Q1 | $36K | Buy |
1,640
+300
| +22% | +$6.59K | ﹤0.01% | 2308 |
|
|
2015
Q4 | $25K | Sell |
1,340
-600
| -31% | -$11.2K | ﹤0.01% | 2639 |
|
|
2015
Q3 | $31K | Buy |
+1,940
| New | +$31K | ﹤0.01% | 2382 |
|
|
2015
Q2 | – | Sell |
-1,940
| Closed | -$36K | – | 1396 |
|
|
2015
Q1 | $36K | Hold |
1,940
| – | – | ﹤0.01% | 2228 |
|
|
2014
Q4 | $26K | Hold |
1,940
| – | – | ﹤0.01% | 2440 |
|
|
2014
Q3 | $23K | Buy |
1,940
+1,340
| +223% | +$15.9K | ﹤0.01% | 2419 |
|
|
2014
Q2 | $9K | Hold |
600
| – | – | ﹤0.01% | 2855 |
|
|
2014
Q1 | $9K | Hold |
600
| – | – | ﹤0.01% | 2746 |
|
|
2013
Q4 | $11K | Hold |
600
| – | – | ﹤0.01% | 2511 |
|
|
2013
Q3 | $11K | Sell |
600
-100
| -14% | -$1.83K | ﹤0.01% | 2399 |
|
|
2013
Q2 | $11K | Buy |
+700
| New | +$11K | ﹤0.01% | 2215 |
|