United Capital Financial 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 | $316K | Buy |
3,542
+291
| +9% | +$26K | ﹤0.01% | 896 |
|
|
2025
Q1 | $211K | Buy |
+3,251
| New | +$211K | ﹤0.01% | 994 |
|
|
2023
Q2 | – | Sell |
-89,776
| Closed | -$3.42M | – | 907 |
|
|
2023
Q1 | $3.42M | Sell |
89,776
-77,815
| -46% | -$2.96M | 0.02% | 367 |
|
|
2022
Q4 | $5.88M | Sell |
167,591
-87,675
| -34% | -$3.08M | 0.03% | 311 |
|
|
2022
Q3 | $8.9M | Buy |
255,266
+30,588
| +14% | +$1.07M | 0.05% | 256 |
|
|
2022
Q2 | $11.4M | Buy |
224,678
+8,814
| +4% | +$449K | 0.06% | 242 |
|
|
2022
Q1 | $15.6M | Buy |
215,864
+3,346
| +2% | +$243K | 0.08% | 218 |
|
|
2021
Q4 | $14.5M | Buy |
212,518
+40,272
| +23% | +$2.75M | 0.07% | 238 |
|
|
2021
Q3 | $10.2M | Buy |
172,246
+167,898
| +3,861% | +$9.97M | 0.05% | 270 |
|
|
2021
Q2 | $316K | Buy |
4,348
+1,063
| +32% | +$77.3K | ﹤0.01% | 1000 |
|
|
2021
Q1 | $225K | Sell |
3,285
-17
| -0.5% | -$1.16K | ﹤0.01% | 1077 |
|
|
2020
Q4 | $251K | Buy |
+3,302
| New | +$251K | ﹤0.01% | 1053 |
|