Cresset Asset Management’s Gores Guggenheim PSNY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$89.3K Buy
83,504
+17,590
+27% +$18.8K ﹤0.01% 1583
2025
Q1
$69.2K Sell
65,914
-12,553
-16% -$13.2K ﹤0.01% 1610
2024
Q4
$82.4K Sell
78,467
-19,221
-20% -$20.2K ﹤0.01% 1606
2024
Q3
$168K Buy
97,688
+33,553
+52% +$57.7K ﹤0.01% 1958
2024
Q2
$50.4K Buy
+64,135
New +$50.4K ﹤0.01% 1950