Corient Private Wealth’s CS Disco LAW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$110K Buy
2025
Q1
$102K Hold
2024
Q4
$125K Hold
2024
Q3
$147K Hold
2024
Q2
$149K Hold
2024
Q1
$203K Hold
2023
Q4
$190K Hold
2023
Q3
$166K Buy