Congress Wealth Management LLC COHERENT CORP Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025
Number of Shares
59,806
Previous 28,417 110.46%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
N/A
31,389 Added 110.46%
59,806 $0
Q1 2025

May 14, 2025
BUY
N/A
302 Added 1.07%
28,417 $0
Q4 2024

Feb 11, 2025
SELL
N/A
-34,762 Reduced 55.29%
28,115 $0
Q3 2024

Nov 12, 2024
BUY
N/A
21,365 Added 51.47%
62,877 $0
Q2 2024

Aug 13, 2024
BUY
N/A
41,512 New
41,512 $0
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