Herold 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 | $255K | Buy |
+2,858
| New | +$255K | 0.05% | 266 |
|
|
2025
Q1 | – | Sell |
-2,858
| Closed | -$271K | – | 285 |
|
|
2024
Q4 | $271K | Hold |
2,858
| – | – | 0.06% | 235 |
|
|
2024
Q3 | $254K | Hold |
2,858
| – | – | 0.06% | 239 |
|
|
2024
Q2 | $207K | Buy |
+2,858
| New | +$207K | 0.05% | 250 |
|
|
2023
Q3 | – | Sell |
-4,644
| Closed | -$237K | – | 249 |
|
|
2023
Q2 | $237K | Sell |
4,644
-2,000
| -30% | -$102K | 0.07% | 217 |
|
|
2023
Q1 | $253K | Hold |
6,644
| – | – | 0.09% | 200 |
|
|
2022
Q4 | $233K | Sell |
6,644
-357
| -5% | -$12.5K | 0.1% | 185 |
|
|
2022
Q3 | $243K | Hold |
7,001
| – | – | 0.12% | 161 |
|
|
2022
Q2 | $356K | Hold |
7,001
| – | – | 0.16% | 140 |
|
|
2022
Q1 | $508K | Hold |
7,001
| – | – | 0.18% | 126 |
|
|
2021
Q4 | $478K | Hold |
7,001
| – | – | 0.19% | 130 |
|
|
2021
Q3 | $415K | Buy |
+7,001
| New | +$415K | 0.16% | 139 |
|