Valeo Financial Advisors, LLC Credit Suisse Group Ag Transaction History

Valeo Financial Advisors, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 17, 2023	BUY	$0.85 - $3.68 $28,900 - $125,120	34,000 New	34,000 $30,000
Q2 2021 Jul 22, 2021	SELL	$10.01 - $11.18 $0 - $0	0 Closed	0 $0
Q1 2021 Apr 12, 2021	SELL	$10.6 - $14.7 $9,487 - $13,156	-895 Closed	0 $0
Q4 2020 Feb 11, 2021	SELL	$9.38 - $13.2 $37,520 - $52,800	-4,000 Reduced 81.72%	895 $11,000
Q2 2020 Jul 20, 2020	BUY	$7.66 - $10.95 $857 - $1,226	112 Added 2.34%	4,895 $50,000

Q1 2019 Apr 12, 2019	SELL	$10.95 - $12.48 $9,723 - $11,082	-888 Reduced 15.66%	4,783 $56,000
Q4 2018 Jan 30, 2019	BUY	$10.42 - $14.88 $7,210 - $10,296	692 Added 13.9%	5,671 $62,000
Q3 2018 Nov 01, 2018	SELL	$14.78 - $16.06 $20,647 - $22,435	-1,397 Reduced 21.91%	4,979 $64,000
Q2 2018 Aug 14, 2018	SELL	$14.73 - $17.16 $56,754 - $66,117	-3,853 Reduced 37.67%	6,376 $96,000
Q1 2018 Apr 12, 2018	SELL	$16.55 - $19.98 $43,658 - $52,707	-2,638 Reduced 20.5%	10,229 $172,000
Q4 2017 Feb 09, 2018	BUY	$15.61 - $18.02 $57,226 - $66,061	3,666 Added 39.84%	12,867 $230,000
Q3 2017 Nov 14, 2017	BUY	$14.45 - $15.8 $132,954 - $145,375	9,201	9,201 $145,000

68.4K

16.8K

Ticker CS
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,610,800,128
Market Cap $2.32B
Description
Credit Suisse Group AG, together with its subsidiaries, provides various financial services in Switzerland, Europe, the Middle East, Africa, the Americas, and Asia Pacific. The company offers wealth management solutions, including investment advice and discretionary asset management services; risk management solutions, such as managed investment...

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