Corient Private Wealth
EVH icon

Corient Private Wealth’s Evolent Health EVH Stock Holding History

Corient Private Wealth’s Portfolio EVH Stock Details EVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$34K Buy
+14,907
New +$47.3K ﹤0.01% 2769
2024
Q4 		– Sell
-10,946
Closed -$310K – 2406
2024
Q3 		$310K Buy
+10,946
New +$282K ﹤0.01% 1995
2024
Q2 		– Sell
-10,473
Closed -$343K – 2344
2024
Q1 		$343K Buy
10,473
+425
+4% +$13.6K ﹤0.01% 1821
2023
Q4 		$332K Sell
10,048
-500
-5% -$14.1K ﹤0.01% 1812
2023
Q3 		$287K Buy
+10,548
New +$293K ﹤0.01% 1767

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