Cresset Asset Management’s MVB Financial MVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Sell |
17,569
-41
| -0.2% | -$924 | ﹤0.01% | 1172 |
|
|
2025
Q1 | $305K | Sell |
17,610
-10
| -0.1% | -$173 | ﹤0.01% | 1292 |
|
|
2024
Q4 | $365K | Sell |
17,620
-1,013
| -5% | -$21K | ﹤0.01% | 1221 |
|
|
2024
Q3 | $361K | Sell |
18,633
-2,596
| -12% | -$50.3K | ﹤0.01% | 1681 |
|
|
2024
Q2 | $396K | Buy |
21,229
+788
| +4% | +$14.7K | ﹤0.01% | 1530 |
|
|
2024
Q1 | $456K | Buy |
20,441
+158
| +0.8% | +$3.53K | ﹤0.01% | 1359 |
|
|
2023
Q4 | $458K | Buy |
20,283
+157
| +0.8% | +$3.54K | ﹤0.01% | 1255 |
|
|
2023
Q3 | $454K | Buy |
20,126
+92
| +0.5% | +$2.08K | ﹤0.01% | 1204 |
|
|
2023
Q2 | $422K | Buy |
20,034
+857
| +4% | +$18.1K | ﹤0.01% | 1228 |
|
|
2023
Q1 | $396K | Sell |
19,177
-2,432
| -11% | -$50.2K | 0.01% | 548 |
|
|
2022
Q4 | $476K | Hold |
21,609
| – | – | 0.01% | 431 |
|
|
2022
Q3 | $602K | Buy |
21,609
+2,432
| +13% | +$67.8K | 0.01% | 463 |
|
|
2022
Q2 | $597K | Hold |
19,177
| – | – | 0.01% | 505 |
|
|
2022
Q1 | $796K | Hold |
19,177
| – | – | 0.01% | 463 |
|
|
2021
Q4 | $796K | Sell |
19,177
-1,144
| -6% | -$47.5K | 0.01% | 527 |
|
|
2021
Q3 | $870K | Buy |
20,321
+7,821
| +63% | +$335K | 0.01% | 436 |
|
|
2021
Q2 | $533K | Buy |
+12,500
| New | +$533K | 0.01% | 531 |
|