Crestwood Advisors Group’s Bank of New York Mellon BK Stock Holding History

Crestwood Advisors Group’s Portfolio BK Stock Details BK Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$258K	Buy
2017 Q4	–	Sell
2017 Q3	$212K	Hold
2017 Q2	$211K	Hold
2017 Q1	$188K	Buy