Corient Private Wealth’s Semler Scientific SMLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Buy |
+10,002
| New | +$387K | ﹤0.01% | 1935 |
|
|
2024
Q2 | – | Sell |
-51,666
| Closed | -$1.51M | – | 2375 |
|
|
2024
Q1 | $1.51M | Sell |
51,666
-62,140
| -55% | -$1.82M | ﹤0.01% | 1164 |
|
|
2023
Q4 | $5.04M | Sell |
113,806
-10,368
| -8% | -$459K | 0.01% | 693 |
|
|
2023
Q3 | $3.15M | Buy |
124,174
+451
| +0.4% | +$11.4K | 0.01% | 764 |
|
|
2023
Q2 | $3.25M | Buy |
+123,723
| New | +$3.25M | 0.01% | 751 |
|