Journey Strategic Wealth’s Coherent COHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$938K Buy
+10,514
New +$938K 0.03% 178
2025
Q1
Sell
-4,465
Closed -$423K 510
2024
Q4
$423K Buy
4,465
+184
+4% +$17.4K 0.02% 254
2024
Q3
$381K Buy
4,281
+243
+6% +$21.6K 0.01% 272
2024
Q2
$293K Buy
+4,038
New +$293K 0.01% 259