CWP
Curated Wealth Partners’s FTI Consulting FCN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $611K | Hold |
3,785
| – | – | 0.07% | 83 |
|
|
2025
Q1 | $621K | Hold |
3,785
| – | – | 0.08% | 80 |
|
|
2024
Q4 | $723K | Hold |
3,785
| – | – | 0.08% | 67 |
|
|
2024
Q3 | $861K | Hold |
3,785
| – | – | 0.11% | 57 |
|
|
2024
Q2 | $816K | Buy |
+3,785
| New | +$816K | 0.11% | 55 |
|
|
2024
Q1 | – | Sell |
-4,997
| Closed | -$995K | – | 50 |
|
|
2023
Q4 | $995K | Sell |
4,997
-50
| -1% | -$9.96K | 0.16% | 42 |
|
|
2023
Q3 | $900K | Sell |
5,047
-56
| -1% | -$9.99K | 0.16% | 40 |
|
|
2023
Q2 | $971K | Hold |
5,103
| – | – | 0.19% | 37 |
|
|
2023
Q1 | $1.01M | Hold |
5,103
| – | – | 0.23% | 34 |
|
|
2022
Q4 | $810K | Hold |
5,103
| – | – | 0.2% | 41 |
|
|
2022
Q3 | $846K | Buy |
5,103
+102
| +2% | +$16.9K | 0.25% | 35 |
|
|
2022
Q2 | $905K | Sell |
5,001
-472
| -9% | -$85.4K | 0.27% | 35 |
|
|
2022
Q1 | $839K | Hold |
5,473
| – | – | 0.28% | 41 |
|
|
2021
Q4 | $839K | Hold |
5,473
| – | – | 0.27% | 43 |
|
|
2021
Q3 | $737K | Hold |
5,473
| – | – | 0.41% | 45 |
|
|
2021
Q2 | $748K | Buy |
5,473
+93
| +2% | +$12.7K | 0.41% | 44 |
|
|
2021
Q1 | $754K | Buy |
5,380
+1,327
| +33% | +$186K | 0.46% | 35 |
|
|
2020
Q4 | $453K | Buy |
+4,053
| New | +$453K | 0.29% | 68 |
|