Daymark Wealth Partners’s Coherent COHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $417K | Sell |
4,674
-356
| -7% | -$31.8K | 0.02% | 386 |
|
2025
Q1 | $327K | Sell |
5,030
-60
| -1% | -$3.9K | 0.01% | 398 |
|
2024
Q4 | $482K | Hold |
5,090
| – | – | 0.02% | 325 |
|
2024
Q3 | $453K | Sell |
5,090
-456
| -8% | -$40.5K | 0.02% | 352 |
|
2024
Q2 | $402K | Sell |
5,546
-880
| -14% | -$63.8K | 0.02% | 353 |
|
2024
Q1 | $390K | Sell |
6,426
-19
| -0.3% | -$1.15K | 0.02% | 303 |
|
2023
Q4 | $281K | Sell |
6,445
-10,611
| -62% | -$462K | 0.02% | 328 |
|
2023
Q3 | $557K | Sell |
17,056
-7,474
| -30% | -$244K | 0.04% | 227 |
|
2023
Q2 | $1.25M | Sell |
24,530
-3,794
| -13% | -$193K | 0.09% | 150 |
|
2023
Q1 | $1.08M | Buy |
28,324
+1,111
| +4% | +$42.3K | 0.14% | 120 |
|
2022
Q4 | $955K | Buy |
+27,213
| New | +$955K | 0.17% | 99 |
|