Private Wealth Management Group, LLC COHERENT CORP Transaction History

Private Wealth Management Group, LLC

  • $374 Billion
  • Q4 2025
Number of Shares
88
Previous 83 6.02%
Holding current value
$16.2 Million
Previous $8.94 Million 81.67%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
N/A
5 Added 6.02%
88 $16.2 Million
Q2 2025

Jul 29, 2025
BUY
N/A
10 Added 13.7%
83 $7.41 Million
Q2 2024

Aug 13, 2024
BUY
N/A
51 Added 231.82%
73 $5.29 Million
Q4 2023

Feb 08, 2024
BUY
N/A
22 New
22 $958,000
Track This Portfolio

Track Private Wealth Management Group, LLC Portfolio

Follow Private Wealth Management Group, LLC 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 Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email