Corient Private Wealth’s Schrodinger SDGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-35,427
| Closed | -$699K | – | 2610 |
|
|
2025
Q1 | $699K | Buy |
35,427
+268
| +0.8% | +$5.29K | ﹤0.01% | 1436 |
|
|
2024
Q4 | $678K | Buy |
35,159
+380
| +1% | +$7.33K | ﹤0.01% | 1470 |
|
|
2024
Q3 | $645K | Buy |
34,779
+1,042
| +3% | +$19.3K | ﹤0.01% | 1581 |
|
|
2024
Q2 | $652K | Buy |
33,737
+23,680
| +235% | +$458K | ﹤0.01% | 1503 |
|
|
2024
Q1 | $272K | Buy |
10,057
+341
| +4% | +$9.21K | ﹤0.01% | 1941 |
|
|
2023
Q4 | $348K | Sell |
9,716
-476
| -5% | -$17K | ﹤0.01% | 1791 |
|
|
2023
Q3 | $288K | Buy |
10,192
+1,231
| +14% | +$34.8K | ﹤0.01% | 1760 |
|
|
2023
Q2 | $447K | Buy |
8,961
+72
| +0.8% | +$3.59K | ﹤0.01% | 1502 |
|
|
2023
Q1 | $234K | Buy |
+8,889
| New | +$234K | ﹤0.01% | 1710 |
|