Corient Private Wealth
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Corient Private Wealth’s Healthcare Services Group HCSG Stock Holding History

Corient Private Wealth’s Portfolio HCSG Stock Details HCSG Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.38M Sell
2025
Q2 		$1.64M Sell
2025
Q1 		$2.18M Sell
2024
Q4 		$3.12M Buy
2024
Q3 		$2.54M Buy
2024
Q2 		$1.73M Sell
2024
Q1 		$2.4M Buy
2023
Q4 		– Sell
2023
Q3 		$3.43M Sell
2023
Q2 		$5.1M Buy