Stone Crest Wealth Management, Inc. COHERENT CORP Transaction History

Stone Crest Wealth Management, Inc.

  • $210 Billion
  • Q2 2025
Number of Shares
8,459
Previous 6,876 23.02%
Holding current value
$755 Million
Previous $447 Million 69.0%
% of portfolio
0.36%
Previous 0.28%

Shares

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

Jul 15, 2025
BUY
N/A
1,583 Added 23.02%
8,459 $755 Million
Q1 2025

Apr 11, 2025
BUY
N/A
6,876 New
6,876 $447 Million
Track This Portfolio

Track Stone Crest Wealth Management, Inc. Portfolio

Follow Stone Crest Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stone Crest Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stone Crest Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email