Pinnacle Wealth Management Advisory 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 | $328K | Buy |
3,680
+475
| +15% | +$42.4K | 0.03% | 283 |
|
|
2025
Q1 | $208K | Buy |
3,205
+215
| +7% | +$14K | 0.02% | 340 |
|
|
2024
Q4 | $283K | Sell |
2,990
-370
| -11% | -$35.1K | 0.03% | 287 |
|
|
2024
Q3 | $299K | Sell |
3,360
-330
| -9% | -$29.3K | 0.03% | 281 |
|
|
2024
Q2 | $267K | Sell |
3,690
-710
| -16% | -$51.4K | 0.03% | 285 |
|
|
2024
Q1 | $267K | Buy |
+4,400
| New | +$267K | 0.03% | 284 |
|
|
2023
Q3 | – | Sell |
-4,375
| Closed | -$223K | – | 322 |
|
|
2023
Q2 | $223K | Buy |
+4,375
| New | +$223K | 0.03% | 293 |
|