Corient Private Wealth’s H2O America HTO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$907K Buy
2024
Q1
Sell
2023
Q4
$225K Sell
2023
Q3
$212K Buy
2023
Q2
$245K Buy