Cresset Asset Management’s Pembina Pipeline PBA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$551K Sell
2025
Q2
$513K Buy
2025
Q1
$526K Sell
2024
Q4
$504K Buy
2024
Q3
$386K Buy
2024
Q2
$330K Buy
2024
Q1
$252K Buy
2023
Q4
$201K Sell
2023
Q3
$251K Sell
2023
Q2
$402K Buy
2023
Q1
$242K Hold
2022
Q4
$247K Sell
2022
Q3
$275K Sell
2022
Q2
$321K Buy
2022
Q1
$309K Buy
2021
Q4
$230K Buy
2019
Q2
Sell
2019
Q1
$57K Hold
2018
Q4
$46K Buy