Corient Private Wealth’s Macy's M Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Buy |
178,152
+68,058
| +62% | +$794K | ﹤0.01% | 1089 |
|
|
2025
Q1 | $1.38M | Sell |
110,094
-19,476
| -15% | -$245K | ﹤0.01% | 1135 |
|
|
2024
Q4 | $2.19M | Buy |
129,570
+7,617
| +6% | +$129K | ﹤0.01% | 966 |
|
|
2024
Q3 | $1.91M | Sell |
121,953
-13,419
| -10% | -$211K | ﹤0.01% | 1096 |
|
|
2024
Q2 | $2.6M | Buy |
135,372
+1,122
| +0.8% | +$21.5K | ﹤0.01% | 916 |
|
|
2024
Q1 | $2.68M | Sell |
134,250
-168,943
| -56% | -$3.38M | ﹤0.01% | 903 |
|
|
2023
Q4 | $6.1M | Buy |
303,193
+249,535
| +465% | +$5.02M | 0.01% | 645 |
|
|
2023
Q3 | $624K | Buy |
53,658
+29,582
| +123% | +$344K | ﹤0.01% | 1369 |
|
|
2023
Q2 | $386K | Sell |
24,076
-26,639
| -53% | -$428K | ﹤0.01% | 1581 |
|
|
2023
Q1 | $887K | Sell |
50,715
-3,694
| -7% | -$64.6K | ﹤0.01% | 1134 |
|
|
2022
Q4 | $1.12M | Buy |
+54,409
| New | +$1.12M | ﹤0.01% | 870 |
|