NewEdge Wealth’s CorVel CRVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Sell |
27,781
-2,073
| -7% | -$177K | 0.04% | 345 |
|
|
2025
Q1 | $3.34M | Sell |
29,854
-1,310
| -4% | -$147K | 0.06% | 248 |
|
|
2024
Q4 | $3.47M | Sell |
31,164
-5,472
| -15% | -$609K | 0.06% | 248 |
|
|
2024
Q3 | $3.99M | Buy |
36,636
+5,409
| +17% | +$589K | 0.07% | 227 |
|
|
2024
Q2 | $2.65M | Sell |
31,227
-162
| -0.5% | -$13.7K | 0.06% | 276 |
|
|
2024
Q1 | $2.53M | Buy |
31,389
+216
| +0.7% | +$17.4K | 0.06% | 287 |
|
|
2023
Q4 | $2.57M | Sell |
31,173
-609
| -2% | -$50.2K | 0.07% | 258 |
|
|
2023
Q3 | $2.08M | Buy |
31,782
+7,770
| +32% | +$509K | 0.07% | 249 |
|
|
2023
Q2 | $1.55M | Sell |
24,012
-1,233
| -5% | -$79.5K | 0.05% | 295 |
|
|
2023
Q1 | $1.6M | Sell |
25,245
-1,188
| -4% | -$75.4K | 0.06% | 262 |
|
|
2022
Q4 | $1.28M | Sell |
26,433
-1,806
| -6% | -$87.5K | 0.06% | 261 |
|
|
2022
Q3 | $1.3M | Buy |
28,239
+2,136
| +8% | +$98.6K | 0.06% | 244 |
|
|
2022
Q2 | $1.28M | Buy |
26,103
+9,714
| +59% | +$477K | 0.06% | 259 |
|
|
2022
Q1 | $920K | Buy |
+16,389
| New | +$920K | 0.04% | 227 |
|