Crestwood Advisors Group’s ATI ATI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.47M	Sell	17,052 -999	-6%	-$86.3K	0.03%	239
2025 Q1	$939K	Buy	+18,051	New	+$939K	0.02%	283