Whalen Wealth Management Inc. COHERENT CORP Transaction History

Whalen Wealth Management Inc.

  • $144 Billion
  • Q4 2024
Number of Shares
2,393
Previous 7,803 69.33%
Holding current value
$227 Million
Previous $694 Million 67.32%
% of portfolio
0.16%
Previous 0.49%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
N/A
-5,410 Reduced 69.33%
2,393 $227 Million
Q3 2024

Nov 07, 2024
SELL
N/A
-1,900 Reduced 19.58%
7,803 $694 Million
Q2 2024

Aug 01, 2024
BUY
N/A
5,081 Added 109.93%
9,703 $703 Million
Q1 2024

Apr 24, 2024
BUY
N/A
4,622 New
4,622 $280 Million
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