Crestwood Advisors Group’s Brookfield Infrastructure BIPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$356K Sell
8,550
-215
-2% -$8.94K 0.01% 403
2025
Q1
$317K Sell
8,765
-589
-6% -$21.3K 0.01% 413
2024
Q4
$374K Hold
9,354
0.01% 345
2024
Q3
$406K Sell
9,354
-1,650
-15% -$71.7K 0.01% 325
2024
Q2
$370K Sell
11,004
-1,250
-10% -$42.1K 0.01% 321
2024
Q1
$442K Sell
12,254
-300
-2% -$10.8K 0.01% 297
2023
Q4
$443K Sell
12,554
-1,241
-9% -$43.8K 0.01% 270
2023
Q3
$488K Buy
+13,795
New +$488K 0.01% 246