SSWM
Sheets Smith Wealth Management’s Coherent COHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Buy |
25,439
+215
| +0.9% | +$19.2K | 0.27% | 85 |
|
|
2025
Q1 | $1.64M | Buy |
25,224
+364
| +1% | +$23.6K | 0.2% | 110 |
|
|
2024
Q4 | $2.35M | Buy |
24,860
+45
| +0.2% | +$4.26K | 0.29% | 83 |
|
|
2024
Q3 | $2.21M | Sell |
24,815
-2,208
| -8% | -$196K | 0.27% | 90 |
|
|
2024
Q2 | $1.96M | Sell |
27,023
-9
| -0% | -$652 | 0.23% | 101 |
|
|
2024
Q1 | $1.64M | Buy |
27,032
+9
| +0% | +$546 | 0.18% | 119 |
|
|
2023
Q4 | $1.18M | Sell |
27,023
-2,805
| -9% | -$122K | 0.17% | 125 |
|
|
2023
Q3 | $974K | Buy |
29,828
+330
| +1% | +$10.8K | 0.15% | 138 |
|
|
2023
Q2 | $1.5M | Buy |
29,498
+1,614
| +6% | +$82.3K | 0.22% | 103 |
|
|
2023
Q1 | $1.06M | Buy |
27,884
+4,330
| +18% | +$165K | 0.16% | 125 |
|
|
2022
Q4 | $827K | Sell |
23,554
-3,350
| -12% | -$118K | 0.13% | 151 |
|
|
2022
Q3 | $938K | Buy |
26,904
+3,205
| +14% | +$112K | 0.16% | 133 |
|
|
2022
Q2 | $1.21M | Sell |
23,699
-1,200
| -5% | -$61.1K | 0.2% | 110 |
|
|
2022
Q1 | $1.81M | Buy |
24,899
+20
| +0.1% | +$1.45K | 0.25% | 93 |
|
|
2021
Q4 | $1.7M | Buy |
24,879
+18
| +0.1% | +$1.23K | 0.21% | 110 |
|
|
2021
Q3 | $1.48M | Buy |
24,861
+50
| +0.2% | +$2.97K | 0.2% | 116 |
|
|
2021
Q2 | $1.8M | Buy |
24,811
+5,606
| +29% | +$407K | 0.24% | 101 |
|
|
2021
Q1 | $1.31M | Sell |
19,205
-723
| -4% | -$49.4K | 0.19% | 119 |
|
|
2020
Q4 | $1.51M | Buy |
19,928
+6,437
| +48% | +$489K | 0.23% | 107 |
|
|
2020
Q3 | $547K | Hold |
13,491
| – | – | 0.1% | 171 |
|
|
2020
Q2 | $637K | Sell |
13,491
-500
| -4% | -$23.6K | 0.13% | 138 |
|
|
2020
Q1 | $399K | Buy |
13,991
+575
| +4% | +$16.4K | 0.08% | 180 |
|
|
2019
Q4 | $452K | Buy |
13,416
+3,934
| +41% | +$133K | 0.09% | 220 |
|
|
2019
Q3 | $334K | Sell |
9,482
-48
| -0.5% | -$1.69K | 0.07% | 235 |
|
|
2019
Q2 | $348K | Buy |
9,530
+1,350
| +17% | +$49.3K | 0.07% | 252 |
|
|
2019
Q1 | $305K | Sell |
8,180
-50
| -0.6% | -$1.86K | 0.07% | 269 |
|
|
2018
Q4 | $267K | Sell |
8,230
-259
| -3% | -$8.4K | 0.07% | 241 |
|
|
2018
Q3 | $402K | Buy |
8,489
+98
| +1% | +$4.64K | 0.08% | 250 |
|
|
2018
Q2 | $365K | Buy |
8,391
+3,166
| +61% | +$138K | 0.09% | 242 |
|
|
2018
Q1 | $214K | Sell |
5,225
-7,418
| -59% | -$304K | 0.05% | 291 |
|
|
2017
Q4 | $594K | Buy |
12,643
+161
| +1% | +$7.56K | 0.14% | 178 |
|
|
2017
Q3 | $514K | Buy |
+12,482
| New | +$514K | 0.13% | 184 |
|