VWM
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Venturi Wealth Management’s Coherent COHR Stock Holding History

Venturi Wealth Management’s Portfolio COHR Stock Details COHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-116
Closed -$11K – 820
2024
Q4 		$11K Buy
116
+38
+49% +$3.6K ﹤0.01% 1408
2024
Q3 		$6.94K Buy
+78
New +$6.94K ﹤0.01% 1293