Corient Private Wealth
TDW icon

Corient Private Wealth’s Tidewater TDW Stock Holding History

Corient Private Wealth’s Portfolio TDW Stock Details TDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$459K Sell
5,495
-4,287
-44% -$298K ﹤0.01% 2079
2025
Q4 		$494K Buy
9,782
+4,595
+89% +$243K ﹤0.01% 2321
2025
Q3 		$277K Buy
5,187
+147
+3% +$8.06K ﹤0.01% 2167
2025
Q2 		$232K Buy
+5,040
New +$204K ﹤0.01% 2143
2024
Q4 		– Sell
-3,115
Closed -$224K – 2534
2024
Q3 		$224K Buy
+3,115
New +$271K ﹤0.01% 2171

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