Cresset Asset Management’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Sell |
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|
2025
Q1 | $623K | Sell |
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|
2024
Q4 | $821K | Sell |
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|
2024
Q3 | $1.22M | Sell |
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|
2024
Q2 | $847K | Buy |
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|
2024
Q1 | $433K | Sell |
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|
2023
Q4 | $463K | Sell |
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|
2023
Q3 | $489K | Buy |
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|
2023
Q2 | $589K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $206K | Buy |
|