Cresset Asset Management’s MVB Financial MVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Sell |
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|
2025
Q1 | $305K | Sell |
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|
2024
Q4 | $365K | Sell |
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|
2024
Q3 | $361K | Sell |
|
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|
2024
Q2 | $396K | Buy |
|
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|
2024
Q1 | $456K | Buy |
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|
2023
Q4 | $458K | Buy |
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|
2023
Q3 | $454K | Buy |
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|
2023
Q2 | $422K | Buy |
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|
2023
Q1 | $396K | Sell |
|
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|
2022
Q4 | $476K | Hold |
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|
2022
Q3 | $602K | Buy |
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|
2022
Q2 | $597K | Hold |
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|
2022
Q1 | $796K | Hold |
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|
2021
Q4 | $796K | Sell |
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|
2021
Q3 | $870K | Buy |
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|
2021
Q2 | $533K | Buy |
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