Sax 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 Q1	–	Sell	-6,568	Closed	-$622K	–	366
2024 Q4	$622K	Buy	6,568 +10	+0.2%	+$947	0.05%	171
2024 Q3	$583K	Buy	6,558 +1,817	+38%	+$162K	0.05%	138
2024 Q2	$344K	Buy	+4,741	New	+$344K	0.03%	188