Institutions / Curio Wealth, LLC / Activity
Activity — Curio Wealth, LLC
467 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Exit | Royal Caribbean Cruises Ltd Common stock | $-106.2K | -361 -100.00% | 0 | low |
| Q2 2026 as of | Exit | Cigna Group Common stock | $-106.1K | -386 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 316092113 Common stock | $-102.2K | -3K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 25434V617 Common stock | $-99.3K | -1K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Morgan Stanley Common stock | $-95.7K | -527 -100.00% | 0 | low |
| Q2 2026 as of | Exit | Bank of America Corp /De Common stock | $-95.0K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 78464A870 Common stock | $-94.5K | -748 -100.00% | 0 | low |
| Q2 2026 as of | Exit | iShares MSCI UAE ETF Common stock | $-91.8K | -1K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Norfolk Southern Corp Common stock | $-91.6K | -313 -100.00% | 0 | low |
| Q2 2026 as of | Add | 46432F842 Common stock | $90.7K | +939 +41.94% | 3,178 0.10% of portfolio | low |
| Q2 2026 as of | Exit | Intuit Inc. Common stock | $-90.4K | -134 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 808524797 Common stock | $-89.6K | -3K -100.00% | 0 | low |
| Q2 2026 as of | Trim | 025072232 Common stock | $-88.8K | -896 -4.36% | 19,674 0.60% of portfolio | low |
| Q2 2026 as of | Exit | Southwest Airlines Co Common stock | $-88.2K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Exit | J835A0107 Common stock | $-86.8K | -39K -100.00% | 0 | low |
| Q2 2026 as of | Exit | PROCTER & GAMBLE Co Common stock | $-86.7K | -600 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 921909768 Common stock | $-86.2K | -1K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 33939L100 Common stock | $-84.4K | -335 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 92204A702 Common stock | $-82.0K | -107 -100.00% | 0 | low |
| Q2 2026 as of | Exit | Lowes Companies Inc Common stock | $-77.3K | -318 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 46434G103 Common stock | $-76.0K | -1K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Home Depot, Inc. Common stock | $-75.6K | -218 -100.00% | 0 | low |
| Q2 2026 as of | Trim | 25434V609 Common stock | $-74.7K | -1K -1.89% | 55,360 1.20% of portfolio | low |
| Q2 2026 as of | Exit | Qualcomm INC/DE Common stock | $-69.9K | -400 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 464287234 Common stock | $-67.5K | -1K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Horton D R Inc /De Common stock | $-66.0K | -450 -100.00% | 0 | low |
| Q2 2026 as of | Exit | RPM International Inc Common stock | $-65.9K | -623 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 464287465 Common stock | $-65.7K | -681 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 464287309 Common stock | $-64.9K | -519 -100.00% | 0 | low |
| Q2 2026 as of | Add | 922908553 Common stock | $59.0K | +612 +5.41% | 11,923 0.36% of portfolio | low |
| Q2 2026 as of | Exit | 922042858 Common stock | $-58.0K | -1K -100.00% | 0 | low |
| Q2 2026 as of | Exit | The PNC Financial Services Group, Inc. Common stock | $-57.4K | -269 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 78464A854 Common stock | $-56.9K | -699 -100.00% | 0 | low |
| Q2 2026 as of | Exit | FedEx Corp Common stock | $-56.7K | -192 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 025072562 Common stock | $-56.6K | -1K -100.00% | 0 | low |
| Q2 2026 as of | Trim | Apple Inc. Common stock | $-56.1K | -194 -3.01% | 6,259 0.56% of portfolio | low |
| Q2 2026 as of | Exit | 025072299 Common stock | $-55.7K | -746 -100.00% | 0 | low |
| Q2 2026 as of | Trim | Alphabet Inc. Common stock | $-55.4K | -155 -10.89% | 1,268 0.14% of portfolio | low |
| Q2 2026 as of | Exit | iShares MSCI UAE ETF Common stock | $-55.2K | -366 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 464287804 Common stock | $-54.3K | -441 -100.00% | 0 | low |
| Q2 2026 as of | Exit | iShares MSCI UAE ETF Common stock | $-51.8K | -545 -100.00% | 0 | low |
| Q2 2026 as of | Exit | Automatic Data Processing Inc Common stock | $-51.6K | -200 -100.00% | 0 | low |
| Q2 2026 as of | Trim | 922908512 Common stock | $-50.4K | -255 -19.91% | 1,026 0.06% of portfolio | low |
| Q2 2026 as of | Exit | Johnson & Johnson Common stock | $-49.5K | -238 -100.00% | 0 | low |
| Q2 2026 as of | Exit | AbbVie Inc. Common stock | $-49.4K | -215 -100.00% | 0 | low |
| Q2 2026 as of | Exit | Unitedhealth Group Inc Common stock | $-49.3K | -150 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 25434V682 Common stock | $-48.9K | -1K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 11285B108 Common stock | $-48.7K | -1K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Brown & Brown, Inc. Common stock | $-48.5K | -600 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 81369Y407 Common stock | $-47.8K | -390 -100.00% | 0 | low |