Corient Private Wealth
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Corient Private Wealth’s Core Laboratories CLB Stock Holding History

Corient Private Wealth’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
2026
Q1 		$231K Sell
13,734
-13,405
-49% -$240K ﹤0.01% 2475
2025
Q4 		$435K Buy
+27,139
New +$404K ﹤0.01% 2395
2025
Q1 		– Sell
-10,953
Closed -$190K – 2317
2024
Q4 		$190K Buy
10,953
+32
+0.3% +$617 ﹤0.01% 2133
2024
Q3 		$202K Buy
10,921
+127
+1% +$2.55K ﹤0.01% 2221
2024
Q2 		$219K Sell
10,794
-272
-2% -$4.81K ﹤0.01% 2080
2024
Q1 		$189K Buy
+11,066
New +$174K ﹤0.01% 2115

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