Cresset Asset Management’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Buy |
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|
2025
Q1 | $9.36M | Sell |
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|
2024
Q4 | $14.8M | Sell |
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|
2024
Q3 | $13.8M | Sell |
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|
2024
Q2 | $13.5M | Sell |
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|
2024
Q1 | $54.4M | Buy |
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|
2023
Q4 | $49.5M | Buy |
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|
2023
Q3 | $27.9M | Buy |
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|
2023
Q2 | $42M | Buy |
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|
2023
Q1 | $29.5M | Buy |
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|
2022
Q4 | $27M | Sell |
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|
2022
Q3 | $23.8M | Sell |
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|
2022
Q2 | $26.6M | Sell |
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|
2022
Q1 | $59.7M | Sell |
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|
2021
Q4 | $71.3M | Buy |
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|
2021
Q3 | $4.34M | Buy |
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|
2021
Q2 | $4.11M | Sell |
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|
2021
Q1 | $4.23M | Buy |
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|
2020
Q4 | $2.71M | Buy |
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|
2020
Q3 | $1.97M | Buy |
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|
2020
Q2 | $1.25M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $213K | Buy |
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|
2019
Q1 | $207K | Buy |
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|
2018
Q4 | $35K | Buy |
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