Robertson Stephens Wealth Management’s CorVel CRVL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,463
| Closed | -$274K | – | 552 |
|
|
2024
Q4 | $274K | Sell |
2,463
-510
| -17% | -$56.7K | 0.01% | 481 |
|
|
2024
Q3 | $324K | Hold |
2,973
| – | – | 0.01% | 508 |
|
|
2024
Q2 | $252K | Hold |
2,973
| – | – | 0.01% | 440 |
|
|
2024
Q1 | $261K | Buy |
+2,973
| New | +$261K | 0.01% | 441 |
|