Focused Wealth Management’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $16.9K | Buy |
|
|||||
|
2022
Q4 | $56.3K | Sell |
|
|||||
|
2022
Q3 | $73K | Buy |
|
|||||
|
2022
Q2 | $63K | Hold |
|
|||||
|
2022
Q1 | $87K | Buy |
|
|||||
|
2021
Q4 | $11K | Hold |
|
|||||
|
2021
Q3 | $11K | Sell |
|
|||||
|
2021
Q2 | $13K | Sell |
|
|||||
|
2021
Q1 | $29K | Hold |
|
|||||
|
2020
Q4 | $35K | Sell |
|
|||||
|
2020
Q3 | $32K | Hold |
|
|||||
|
2020
Q2 | $33K | Hold |
|
|||||
|
2020
Q1 | $26K | Sell |
|
|||||
|
2019
Q4 | $47K | Sell |
|
|||||
|
2019
Q3 | $69K | Hold |
|
|||||
|
2019
Q2 | $68K | Sell |
|
|||||
|
2019
Q1 | $67K | Sell |
|
|||||
|
2018
Q4 | $284K | Buy |
|
|||||
|
2018
Q3 | $105K | Sell |
|
|||||
|
2018
Q2 | $676K | Sell |
|
|||||
|
2018
Q1 | $1.39M | Buy |
|
|||||
|
2017
Q4 | $1.4M | Buy |
|
|||||
|
2017
Q3 | $707K | Buy |
|
|||||
|
2017
Q2 | $496K | Sell |
|
|||||
|
2017
Q1 | $508K | Buy |
|
|||||
|
2016
Q4 | $479K | Sell |
|
|||||
|
2016
Q3 | $603K | Buy |
|
|||||
|
2016
Q2 | $452K | Buy |
|
|||||
|
2016
Q1 | $450K | Buy |
|
|||||
|
2015
Q4 | $665K | Buy |
|
|||||
|
2015
Q3 | $156K | Buy |
|
|||||
|
2015
Q2 | $41K | Buy |
|