Pinnacle Wealth Planning Services’s Coherent COHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Buy |
+3,206
| New | +$286K | 0.04% | 312 |
|
|
2025
Q1 | – | Sell |
-2,662
| Closed | -$252K | – | 406 |
|
|
2024
Q4 | $252K | Buy |
2,662
+40
| +2% | +$3.79K | 0.04% | 302 |
|
|
2024
Q3 | $233K | Buy |
+2,622
| New | +$233K | 0.03% | 403 |
|
|
2021
Q1 | – | Sell |
-1,324
| Closed | -$101K | – | 678 |
|
|
2020
Q4 | $101K | Buy |
+1,324
| New | +$101K | 0.02% | 462 |
|