Corient Private Wealth’s CorVel CRVL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$694K Buy
2025
Q2
$681K Sell
2025
Q1
$752K Sell
2024
Q4
$991K Buy
2024
Q3
$741K Sell
2024
Q2
$587K Sell
2024
Q1
$609K Sell
2023
Q4
$574K Buy
2023
Q3
$351K Buy
2023
Q2
$268K Sell
2023
Q1
$269K Buy