Integrated Wealth Concepts’s CorVel CRVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Buy |
4,025
+225
| +6% | +$23.1K | ﹤0.01% | 1376 |
|
|
2025
Q1 | $425K | Buy |
3,800
+389
| +11% | +$43.6K | 0.01% | 1219 |
|
|
2024
Q4 | $380K | Sell |
3,411
-48
| -1% | -$5.34K | ﹤0.01% | 1250 |
|
|
2024
Q3 | $377K | Sell |
3,459
-132
| -4% | -$14.4K | ﹤0.01% | 1212 |
|
|
2024
Q2 | $304K | Hold |
3,591
| – | – | ﹤0.01% | 1308 |
|
|
2024
Q1 | $315K | Sell |
3,591
-51
| -1% | -$4.47K | ﹤0.01% | 1299 |
|
|
2023
Q4 | $300K | Hold |
3,642
| – | – | ﹤0.01% | 1269 |
|
|
2023
Q3 | $239K | Sell |
3,642
-138
| -4% | -$9.05K | ﹤0.01% | 1339 |
|
|
2023
Q2 | $244K | Sell |
3,780
-12
| -0.3% | -$774 | ﹤0.01% | 1331 |
|
|
2023
Q1 | $241K | Buy |
+3,792
| New | +$241K | 0.01% | 1160 |
|