Whalen Wealth Management’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 |
-2,393
| Closed | -$227K | – | 130 |
|
|
2024
Q4 | $227K | Sell |
2,393
-5,410
| -69% | -$512K | 0.16% | 133 |
|
|
2024
Q3 | $694K | Sell |
7,803
-1,900
| -20% | -$169K | 0.49% | 54 |
|
|
2024
Q2 | $703K | Buy |
9,703
+5,081
| +110% | +$368K | 0.56% | 35 |
|
|
2024
Q1 | $280K | Buy |
+4,622
| New | +$280K | 0.21% | 73 |
|