Corient Private Wealth’s Fate Therapeutics FATE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.3K | Buy |
29,724
+75
| +0.3% | +$84 | ﹤0.01% | 2496 |
|
|
2025
Q1 | $23.4K | Hold |
29,649
| – | – | ﹤0.01% | 2248 |
|
|
2024
Q4 | $48.9K | Hold |
29,649
| – | – | ﹤0.01% | 2276 |
|
|
2024
Q3 | $104K | Hold |
29,649
| – | – | ﹤0.01% | 2293 |
|
|
2024
Q2 | $97.3K | Sell |
29,649
-7,854
| -21% | -$25.8K | ﹤0.01% | 2211 |
|
|
2024
Q1 | $275K | Buy |
37,503
+7,854
| +26% | +$57.6K | ﹤0.01% | 1930 |
|
|
2023
Q4 | $111K | Sell |
29,649
-1,609
| -5% | -$6.02K | ﹤0.01% | 2145 |
|
|
2023
Q3 | $66.3K | Buy |
31,258
+73
| +0.2% | +$155 | ﹤0.01% | 2059 |
|
|
2023
Q2 | $148K | Sell |
31,185
-7,093
| -19% | -$33.8K | ﹤0.01% | 1919 |
|
|
2023
Q1 | $218K | Buy |
38,278
+7,638
| +25% | +$43.5K | ﹤0.01% | 1752 |
|
|
2022
Q4 | $309K | Buy |
+30,640
| New | +$309K | ﹤0.01% | 1319 |
|