Corient Private Wealth
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Corient Private Wealth’s P3 Health Partners PIII Stock Holding History

Corient Private Wealth’s Portfolio PIII Stock Details PIII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$223K Sell
35,369
-2,036
-5% -$12.8K ﹤0.01% 2260
2025
Q1 		$307K Buy
37,405
+12,000
+47% +$98.5K ﹤0.01% 1834
2024
Q4 		$286K Sell
25,405
-9,140
-26% -$103K ﹤0.01% 1919
2024
Q3 		$667K Buy
+34,545
New +$667K ﹤0.01% 1571