EP Wealth Advisors’s Coherent COHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$229K Buy
+2,562
New +$229K ﹤0.01% 1170
2025
Q1
Sell
-2,397
Closed -$227K 1299
2024
Q4
$227K Buy
2,397
+8
+0.3% +$758 ﹤0.01% 1014
2024
Q3
$212K Buy
+2,389
New +$212K ﹤0.01% 1019