Corient Private Wealth’s Avis CAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,397
| Closed | -$435K | – | 2308 |
|
|
2024
Q4 | $435K | Buy |
5,397
+363
| +7% | +$29.3K | ﹤0.01% | 1698 |
|
|
2024
Q3 | $441K | Buy |
5,034
+664
| +15% | +$58.2K | ﹤0.01% | 1782 |
|
|
2024
Q2 | $457K | Buy |
4,370
+281
| +7% | +$29.4K | ﹤0.01% | 1694 |
|
|
2024
Q1 | $501K | Sell |
4,089
-14
| -0.3% | -$1.71K | ﹤0.01% | 1622 |
|
|
2023
Q4 | $727K | Buy |
4,103
+26
| +0.6% | +$4.61K | ﹤0.01% | 1419 |
|
|
2023
Q3 | $733K | Buy |
+4,077
| New | +$733K | ﹤0.01% | 1295 |
|
|
2023
Q2 | – | Sell |
-8,467
| Closed | -$1.65M | – | 2068 |
|
|
2023
Q1 | $1.65M | Buy |
8,467
+4,078
| +93% | +$794K | ﹤0.01% | 905 |
|
|
2022
Q4 | $719K | Buy |
+4,389
| New | +$719K | ﹤0.01% | 1021 |
|