CWP
Curated Wealth Partners’s CorVel CRVL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $657K | Hold |
6,390
| – | – | 0.08% | 78 |
|
|
2025
Q1 | $715K | Hold |
6,390
| – | – | 0.09% | 71 |
|
|
2024
Q4 | $711K | Buy |
6,390
+4,260
| +200% | +$474K | 0.08% | 69 |
|
|
2024
Q3 | $696K | Hold |
2,130
| – | – | 0.09% | 66 |
|
|
2024
Q2 | $542K | Buy |
+2,130
| New | +$542K | 0.08% | 74 |
|
|
2024
Q1 | – | Sell |
-2,847
| Closed | -$704K | – | 36 |
|
|
2023
Q4 | $704K | Sell |
2,847
-5
| -0.2% | -$1.24K | 0.12% | 68 |
|
|
2023
Q3 | $561K | Hold |
2,852
| – | – | 0.1% | 71 |
|
|
2023
Q2 | $552K | Hold |
2,852
| – | – | 0.11% | 67 |
|
|
2023
Q1 | $543K | Hold |
2,852
| – | – | 0.12% | 63 |
|
|
2022
Q4 | $414K | Sell |
2,852
-15
| -0.5% | -$2.18K | 0.1% | 72 |
|
|
2022
Q3 | $397K | Sell |
2,867
-64
| -2% | -$8.86K | 0.12% | 74 |
|
|
2022
Q2 | $432K | Buy |
2,931
+329
| +13% | +$48.5K | 0.13% | 76 |
|
|
2022
Q1 | $542K | Hold |
2,602
| – | – | 0.18% | 71 |
|
|
2021
Q4 | $542K | Buy |
+2,602
| New | +$542K | 0.18% | 73 |
|