Crestwood Advisors Group’s Broadridge BR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$214K	Sell
2025 Q1	$217K	Sell
2024 Q4	$206K	Buy
2017 Q2	–	Sell
2017 Q1	$17K	Buy