Corient Private Wealth’s CorVel CRVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $696K | Buy |
6,774
+55
| +0.8% | +$5.65K | ﹤0.01% | 1612 |
|
|
2025
Q1 | $752K | Sell |
6,719
-2,185
| -25% | -$245K | ﹤0.01% | 1404 |
|
|
2024
Q4 | $991K | Buy |
8,904
+2,100
| +31% | +$234K | ﹤0.01% | 1325 |
|
|
2024
Q3 | $741K | Sell |
6,804
-123
| -2% | -$13.4K | ﹤0.01% | 1522 |
|
|
2024
Q2 | $587K | Sell |
6,927
-21
| -0.3% | -$1.78K | ﹤0.01% | 1553 |
|
|
2024
Q1 | $609K | Sell |
6,948
-15
| -0.2% | -$1.32K | ﹤0.01% | 1523 |
|
|
2023
Q4 | $574K | Buy |
6,963
+1,605
| +30% | +$132K | ﹤0.01% | 1542 |
|
|
2023
Q3 | $351K | Buy |
5,358
+1,209
| +29% | +$79.3K | ﹤0.01% | 1665 |
|
|
2023
Q2 | $268K | Sell |
4,149
-99
| -2% | -$6.39K | ﹤0.01% | 1745 |
|
|
2023
Q1 | $269K | Buy |
+4,248
| New | +$269K | ﹤0.01% | 1653 |
|