Axxcess Wealth Management’s CorVel CRVL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,433
| Closed | -$271K | – | 859 |
|
|
2024
Q4 | $271K | Buy |
2,433
+87
| +4% | +$9.68K | 0.01% | 701 |
|
|
2024
Q3 | $256K | Buy |
+2,346
| New | +$256K | 0.01% | 744 |
|
|
2022
Q3 | – | Sell |
-12,000
| Closed | -$589K | – | 558 |
|
|
2022
Q2 | $589K | Sell |
12,000
-711
| -6% | -$34.9K | 0.05% | 268 |
|
|
2022
Q1 | $714K | Buy |
+12,711
| New | +$714K | 0.06% | 282 |
|