Heritage Investment Group’s Coherent COHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Hold |
4,340
| – | – | 0.07% | 81 |
|
|
2025
Q1 | $282K | Sell |
4,340
-68
| -2% | -$4.42K | 0.05% | 91 |
|
|
2024
Q4 | $418K | Hold |
4,408
| – | – | 0.08% | 71 |
|
|
2024
Q3 | $392K | Hold |
4,408
| – | – | 0.07% | 68 |
|
|
2024
Q2 | $319K | Hold |
4,408
| – | – | 0.07% | 74 |
|
|
2024
Q1 | $267K | Buy |
+4,408
| New | +$267K | 0.06% | 88 |
|
|
2023
Q3 | – | Sell |
-4,408
| Closed | -$225K | – | 93 |
|
|
2023
Q2 | $225K | Buy |
+4,408
| New | +$225K | 0.06% | 84 |
|
|
2022
Q3 | – | Sell |
-4,408
| Closed | -$225K | – | 74 |
|
|
2022
Q2 | $225K | Hold |
4,408
| – | – | 0.13% | 70 |
|
|
2022
Q1 | $320K | Sell |
4,408
-166
| -4% | -$12.1K | 0.23% | 57 |
|
|
2021
Q4 | $313K | Buy |
+4,574
| New | +$313K | 0.25% | 59 |
|