Mission 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 | $402K | Buy |
4,503
+3
| +0.1% | +$268 | 0.01% | 501 |
|
|
2025
Q1 | $292K | Buy |
4,500
+1
| +0% | +$65 | 0.01% | 532 |
|
|
2024
Q4 | $426K | Sell |
4,499
-4
| -0.1% | -$379 | 0.01% | 442 |
|
|
2024
Q3 | $400K | Hold |
4,503
| – | – | 0.01% | 458 |
|
|
2024
Q2 | $326K | Sell |
4,503
-1,400
| -24% | -$101K | 0.01% | 490 |
|
|
2024
Q1 | $358K | Buy |
5,903
+960
| +19% | +$58.2K | 0.01% | 486 |
|
|
2023
Q4 | $215K | Buy |
+4,943
| New | +$215K | 0.01% | 511 |
|
|
2023
Q3 | – | Sell |
-5,006
| Closed | -$255K | – | 526 |
|
|
2023
Q2 | $255K | Sell |
5,006
-494
| -9% | -$25.2K | 0.01% | 453 |
|
|
2023
Q1 | $209K | Buy |
+5,500
| New | +$209K | 0.01% | 481 |
|
|
2022
Q3 | – | Sell |
-5,141
| Closed | -$262K | – | 484 |
|
|
2022
Q2 | $262K | Hold |
5,141
| – | – | 0.01% | 408 |
|
|
2022
Q1 | $373K | Hold |
5,141
| – | – | 0.02% | 356 |
|
|
2021
Q4 | $351K | Buy |
5,141
+400
| +8% | +$27.3K | 0.02% | 375 |
|
|
2021
Q3 | $281K | Hold |
4,741
| – | – | 0.01% | 406 |
|
|
2021
Q2 | $344K | Hold |
4,741
| – | – | 0.02% | 357 |
|
|
2021
Q1 | $324K | Sell |
4,741
-35
| -0.7% | -$2.39K | 0.02% | 344 |
|
|
2020
Q4 | $363K | Buy |
+4,776
| New | +$363K | 0.02% | 305 |
|