Whalen Wealth Management Inc. COHERENT CORP Transaction History

Whalen Wealth Management Inc.

  • $141 Billion
  • Q3 2024
Number of Shares
7,803
Previous 9,703 19.58%
Holding current value
$694 Million
Previous $703 Million 1.32%
% of portfolio
0.49%
Previous 0.56%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Whalen Wealth Management Inc. Portfolio

Follow Whalen 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 Whalen Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Whalen Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email