Corient Private Wealth’s Healthcare Services Group HCSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Sell |
108,979
-107,763
| -50% | -$1.62M | ﹤0.01% | 1188 |
|
|
2025
Q1 | $2.18M | Sell |
216,742
-51,854
| -19% | -$523K | ﹤0.01% | 944 |
|
|
2024
Q4 | $3.12M | Buy |
268,596
+41,015
| +18% | +$476K | 0.01% | 845 |
|
|
2024
Q3 | $2.54M | Buy |
227,581
+64,178
| +39% | +$717K | ﹤0.01% | 968 |
|
|
2024
Q2 | $1.73M | Sell |
163,403
-29,236
| -15% | -$309K | ﹤0.01% | 1082 |
|
|
2024
Q1 | $2.4M | Buy |
+192,639
| New | +$2.4M | ﹤0.01% | 943 |
|
|
2023
Q4 | – | Sell |
-329,192
| Closed | -$3.43M | – | 2282 |
|
|
2023
Q3 | $3.43M | Sell |
329,192
-12,134
| -4% | -$127K | 0.01% | 736 |
|
|
2023
Q2 | $5.1M | Buy |
+341,326
| New | +$5.1M | 0.01% | 629 |
|