MWM
Modern Wealth Management’s Charles River Laboratories CRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,581
| Closed | -$1.95M | – | 679 |
|
|
2024
Q4 | $1.95M | Buy |
10,581
+344
| +3% | +$63.5K | 0.07% | 184 |
|
|
2024
Q3 | $2.02M | Buy |
10,237
+322
| +3% | +$63.4K | 0.12% | 113 |
|
|
2024
Q2 | $2.05M | Buy |
9,915
+8
| +0.1% | +$1.65K | 0.15% | 86 |
|
|
2024
Q1 | $2.68M | Buy |
+9,907
| New | +$2.68M | 0.25% | 55 |
|