Corient Private Wealth
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Corient Private Wealth’s Interactive Brokers IBKR Stock Holding History

Corient Private Wealth’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.87M Sell
118,302
-185,014
-61% -$13.2M 0.01% 703
2025
Q4 		$11.3M Buy
303,316
+228,808
+307% +$15.3M 0.01% 739
2025
Q3 		$5.13M Buy
74,508
+2,784
+4% +$175K 0.01% 703
2025
Q2 		$3.97M Buy
71,724
+11,692
+19% +$555K 0.01% 778
2025
Q1 		$2.49M Buy
60,032
+24,832
+71% +$1.23M ﹤0.01% 899
2024
Q4 		$1.55M Buy
35,200
+4,528
+15% +$191K ﹤0.01% 1100
2024
Q3 		$1.07M Buy
30,672
+8,120
+36% +$251K ﹤0.01% 1371
2024
Q2 		$691K Buy
22,552
+748
+3% +$22.3K ﹤0.01% 1482
2024
Q1 		$608K Buy
21,804
+384
+2% +$9.56K ﹤0.01% 1529
2023
Q4 		$444K Sell
21,420
-64
-0.3% -$1.31K ﹤0.01% 1667
2023
Q3 		$465K Buy
+21,484
New +$478K ﹤0.01% 1534

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