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Baldwin Wealth Partners’s Core Laboratories CLB Stock Holding History

Baldwin Wealth Partners’s Portfolio CLB Stock Details CLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-119
Closed -$2.21K – 375
2024
Q3 		$2.21K Buy
+119
New +$2.39K ﹤0.01% 939

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Baldwin Wealth Partners's CLB Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Core Laboratories (CLB) in Q4 2024, closing a stake of 119 shares — an estimated $2.21K sold.

Baldwin Wealth Partners first reported a position in CLB in Q3 2024 and held it in 1 quarter. The position peaked at $2.21K in Q3 2024. 209 funds tracked by Wall St. Rank hold CLB as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Core Laboratories position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 119 Core Laboratories shares in Q4 2024, an estimated $2.21K.
  • Baldwin Wealth Partners first reported a position in Core Laboratories in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Core Laboratories position peaked at $2.21K in Q3 2024.
  • 209 funds tracked by Wall St. Rank held Core Laboratories as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.