Roberts Wealth Advisors’s Coherent COHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21M | Buy |
47,213
+271
| +0.6% | +$24.2K | 1.21% | 30 |
|
|
2025
Q1 | $3.05M | Buy |
46,942
+19,772
| +73% | +$1.28M | 0.94% | 37 |
|
|
2024
Q4 | $2.62M | Buy |
27,170
+199
| +0.7% | +$19.2K | 0.8% | 42 |
|
|
2024
Q3 | $2.64M | Buy |
26,971
+959
| +4% | +$93.9K | 0.85% | 40 |
|
|
2024
Q2 | $1.95M | Buy |
26,012
+869
| +3% | +$65.3K | 0.67% | 46 |
|
|
2024
Q1 | $1.31M | Buy |
+25,143
| New | +$1.31M | 0.49% | 58 |
|