Corient Private Wealth
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Corient Private Wealth’s Brunswick BC Stock Holding History

Corient Private Wealth’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$870K Sell
11,977
-11,536
-49% -$931K ﹤0.01% 1733
2025
Q4 		$1.75M Buy
23,513
+15,423
+191% +$1.05M ﹤0.01% 1595
2025
Q3 		$512K Sell
8,090
-38
-0.5% -$2.36K ﹤0.01% 1778
2025
Q2 		$449K Buy
+8,128
New +$411K ﹤0.01% 1763
2024
Q4 		– Sell
-5,111
Closed -$428K – 2374
2024
Q3 		$428K Buy
5,111
+203
+4% +$15.8K ﹤0.01% 1824
2024
Q2 		$357K Sell
4,908
-930
-16% -$75.9K ﹤0.01% 1814
2024
Q1 		$563K Buy
5,838
+39
+0.7% +$3.42K ﹤0.01% 1575
2023
Q4 		$561K Sell
5,799
-575
-9% -$45.7K ﹤0.01% 1562
2023
Q3 		$504K Buy
6,374
+76
+1% +$6.26K ﹤0.01% 1496
2023
Q2 		$546K Sell
6,298
-288
-4% -$23.5K ﹤0.01% 1413
2023
Q1 		$540K Buy
6,586
+2,399
+57% +$198K ﹤0.01% 1345
2022
Q4 		$302K Buy
+4,187
New +$298K ﹤0.01% 1334

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