Curated Wealth Partners’s CorVel CRVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $495K | Hold |
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|
2025
Q2 | $657K | Hold |
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|
2025
Q1 | $715K | Hold |
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|
2024
Q4 | $711K | Hold |
|
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|
2024
Q3 | $696K | Hold |
|
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|
2024
Q2 | $542K | Buy |
|
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $704K | Sell |
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|
2023
Q3 | $561K | Hold |
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|
2023
Q2 | $552K | Hold |
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|
2023
Q1 | $543K | Hold |
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|
2022
Q4 | $414K | Sell |
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|
2022
Q3 | $397K | Sell |
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|
2022
Q2 | $432K | Buy |
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|
2022
Q1 | $542K | Hold |
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|
2021
Q4 | $542K | Buy |
|