Corient Private Wealth’s Gates Industrial GTES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.07M | Buy |
176,665
+11,542
| +7% | +$266K | ﹤0.01% | 827 |
|
|
2025
Q1 | $3.04M | Buy |
165,123
+3,923
| +2% | +$72.2K | 0.01% | 832 |
|
|
2024
Q4 | $3.32M | Sell |
161,200
-1,887
| -1% | -$38.8K | 0.01% | 823 |
|
|
2024
Q3 | $2.86M | Buy |
163,087
+12,346
| +8% | +$217K | ﹤0.01% | 921 |
|
|
2024
Q2 | $2.38M | Buy |
150,741
+15,120
| +11% | +$239K | ﹤0.01% | 950 |
|
|
2024
Q1 | $2.4M | Sell |
135,621
-990
| -0.7% | -$17.5K | ﹤0.01% | 945 |
|
|
2023
Q4 | $1.83M | Buy |
136,611
+27,527
| +25% | +$369K | ﹤0.01% | 1042 |
|
|
2023
Q3 | $1.27M | Sell |
109,084
-231
| -0.2% | -$2.68K | ﹤0.01% | 1111 |
|
|
2023
Q2 | $1.47M | Buy |
+109,315
| New | +$1.47M | ﹤0.01% | 1007 |
|