CI
V icon

Corient IA’s Visa V Stock Holding History

Corient IA’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-750
Closed -$263K – 321
2025
Q1 		$263K Buy
+750
New +$263K 0.19% 234