HighMark Wealth Management’s KORU Medical Systems KRMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Hold |
120,935
| – | – | 0.21% | 55 |
|
|
2025
Q1 | $307K | Hold |
120,935
| – | – | 0.18% | 43 |
|
|
2024
Q4 | $466K | Hold |
120,935
| – | – | 0.27% | 33 |
|
|
2024
Q3 | $330K | Hold |
120,935
| – | – | 0.18% | 48 |
|
|
2024
Q2 | $320K | Hold |
120,935
| – | – | 0.19% | 49 |
|
|
2024
Q1 | $285K | Hold |
120,935
| – | – | 0.18% | 50 |
|
|
2023
Q4 | $297K | Hold |
120,935
| – | – | 0.22% | 47 |
|
|
2023
Q3 | $327K | Hold |
120,935
| – | – | 0.27% | 37 |
|
|
2023
Q2 | $417K | Hold |
120,935
| – | – | 0.31% | 33 |
|
|
2023
Q1 | $510K | Hold |
120,935
| – | – | 0.4% | 29 |
|
|
2022
Q4 | $432K | Hold |
120,935
| – | – | 0.33% | 32 |
|
|
2022
Q3 | $270K | Hold |
120,935
| – | – | 0.23% | 34 |
|
|
2022
Q2 | $306K | Hold |
120,935
| – | – | 0.25% | 34 |
|
|
2022
Q1 | $346K | Hold |
120,935
| – | – | 0.23% | 36 |
|
|
2021
Q4 | $363K | Hold |
120,935
| – | – | 0.23% | 39 |
|
|
2021
Q3 | $345K | Hold |
120,935
| – | – | 0.25% | 36 |
|
|
2021
Q2 | $560K | Sell |
120,935
-5,715
| -5% | -$26.5K | 0.41% | 23 |
|
|
2021
Q1 | $446K | Buy |
126,650
+2,890
| +2% | +$10.2K | 0.36% | 27 |
|
|
2020
Q4 | $745K | Sell |
123,760
-5,971
| -5% | -$35.9K | 0.64% | 17 |
|
|
2020
Q3 | $937K | Buy |
129,731
+3,157
| +2% | +$22.8K | 0.84% | 15 |
|
|
2020
Q2 | $1.14M | Buy |
126,574
+392
| +0.3% | +$3.52K | 1.25% | 11 |
|
|
2020
Q1 | $946K | Hold |
126,182
| – | – | 1.14% | 11 |
|
|
2019
Q4 | $823K | Buy |
+126,182
| New | +$823K | 0.88% | 11 |
|