William Blair & Company’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-42,415
| Closed | -$37.7K | – | 1886 |
|
|
2023
Q1 | $37.7K | Buy |
42,415
+20,000
| +89% | +$17.8K | ﹤0.01% | 1609 |
|
|
2022
Q4 | $68.1K | Buy |
+22,415
| New | +$68.1K | ﹤0.01% | 1536 |
|
|
2019
Q1 | – | Sell |
-48,898
| Closed | -$531K | – | 1744 |
|
|
2018
Q4 | $531K | Buy |
48,898
+8,866
| +22% | +$96.3K | ﹤0.01% | 889 |
|
|
2018
Q3 | $598K | Buy |
40,032
+27,626
| +223% | +$413K | ﹤0.01% | 900 |
|
|
2018
Q2 | $185K | Sell |
12,406
-3
| -0% | -$45 | ﹤0.01% | 1277 |
|
|
2018
Q1 | $208K | Sell |
12,409
-521
| -4% | -$8.73K | ﹤0.01% | 1195 |
|
|
2017
Q4 | $231K | Buy |
12,930
+900
| +7% | +$16.1K | ﹤0.01% | 1221 |
|
|
2017
Q3 | $190K | Sell |
12,030
-909
| -7% | -$14.4K | ﹤0.01% | 1258 |
|
|
2017
Q2 | $189K | Hold |
12,939
| – | – | ﹤0.01% | 1319 |
|
|
2017
Q1 | $195K | Buy |
+12,939
| New | +$195K | ﹤0.01% | 1203 |
|
|
2014
Q1 | – | Sell |
-85,206
| Closed | -$2.65M | – | 2063 |
|
|
2013
Q4 | $2.65M | Sell |
85,206
-38,223
| -31% | -$1.19M | ﹤0.01% | 1097 |
|
|
2013
Q3 | $3.77M | Sell |
123,429
-118
| -0.1% | -$3.6K | 0.01% | 965 |
|
|
2013
Q2 | $3.27M | Buy |
+123,547
| New | +$3.27M | 0.01% | 961 |
|