Lyell Wealth Management’s Coherent COHR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$268K	Buy	+3,000	New	+$268K	0.02%	192
2025 Q1	–	Sell	-3,000	Closed	-$284K	–	204
2024 Q4	$284K	Hold	3,000	–	–	0.03%	174
2024 Q3	$267K	Hold	3,000	–	–	0.02%	185
2024 Q2	$217K	Buy	+3,000	New	+$217K	0.02%	193