Cresset Asset Management’s Olo Inc OLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$427K Buy
48,018
+7,013
+17% +$62.4K ﹤0.01% 1131
2025
Q1
$248K Sell
41,005
-62,620
-60% -$378K ﹤0.01% 1405
2024
Q4
$796K Sell
103,625
-10,693
-9% -$82.1K ﹤0.01% 870
2024
Q3
$567K Sell
114,318
-118
-0.1% -$585 ﹤0.01% 1422
2024
Q2
$506K Buy
114,436
+20,136
+21% +$89K ﹤0.01% 1404
2024
Q1
$518K Buy
94,300
+24,830
+36% +$136K ﹤0.01% 1306
2023
Q4
$397K Sell
69,470
-252,005
-78% -$1.44M ﹤0.01% 1321
2023
Q3
$1.95M Sell
321,475
-34,698
-10% -$210K 0.01% 542
2023
Q2
$2.3M Buy
+356,173
New +$2.3M ﹤0.01% 482