Corient Private Wealth’s Barclays BCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$502K Sell
2025
Q1
$999K Buy
2024
Q4
$833K Buy
2024
Q3
$748K Sell
2024
Q2
$661K Buy
2024
Q1
$535K Buy
2023
Q4
$424K Sell
2023
Q3
$468K Buy
2023
Q2
$413K Buy
2023
Q1
$350K Buy
2022
Q4
$141K Buy