Corient Private Wealth’s CS Disco LAW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Buy |
25,126
+126
| +0.5% | +$551 | ﹤0.01% | 2407 |
|
|
2025
Q1 | $102K | Hold |
25,000
| – | – | ﹤0.01% | 2168 |
|
|
2024
Q4 | $125K | Hold |
25,000
| – | – | ﹤0.01% | 2199 |
|
|
2024
Q3 | $147K | Hold |
25,000
| – | – | ﹤0.01% | 2242 |
|
|
2024
Q2 | $149K | Hold |
25,000
| – | – | ﹤0.01% | 2156 |
|
|
2024
Q1 | $203K | Hold |
25,000
| – | – | ﹤0.01% | 2089 |
|
|
2023
Q4 | $190K | Hold |
25,000
| – | – | ﹤0.01% | 2086 |
|
|
2023
Q3 | $166K | Buy |
+25,000
| New | +$166K | ﹤0.01% | 1951 |
|