Roberts Wealth Advisors, LLC COHR Holdings History
Number of Shares
47,213.00
Current Holdings Value*
$4.21 Mil
% of Portfolio
1.21%
Total Estimate Gain
$1.47 Mil
% of Total Estimate Gain
46.13%
Roberts Wealth Advisors, LLC's Coherent Corp Holding Summary
As of 2025-06-30, Roberts Wealth Advisors, LLC held 47,213.00 shares of Coherent Corp(COHR), totaling $4.21 Mil. This investment constitutes 1.21% of their stock portfolio, and Roberts Wealth Advisors, LLC now holds 0.03% of the outstanding Coherent Corp(COHR) stock.
The initial trade took place in 2024Q1. And since then Roberts Wealth Advisors, LLC has made 6 purchases of COHR, at an average price of $67.36, for a total of 47,213.00 shares. Based on historical transaction data and COHR's current price of $98.43, Roberts Wealth Advisors, LLC's estimated gain on his COHR holdings is $1.47 Mil, reflecting a 46.13% gain to date.
Roberts Wealth Advisors, LLC COHR ($98.43) Holding Chart
Roberts Wealth Advisors, LLC COHR ($98.43) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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