Crestwood Advisors Group’s CyberArk CYBR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.81M Sell
4,460
-161
-3% -$65.5K 0.03% 219
2025
Q1
$1.56M Buy
4,621
+3,106
+205% +$1.05M 0.03% 220
2024
Q4
$505K Sell
1,515
-35
-2% -$11.7K 0.01% 303
2024
Q3
$452K Buy
1,550
+500
+48% +$146K 0.01% 304
2024
Q2
$287K Sell
1,050
-1
-0.1% -$273 0.01% 358
2024
Q1
$279K Buy
1,051
+1
+0.1% +$266 0.01% 366
2023
Q4
$230K Buy
+1,050
New +$230K 0.01% 369
2017
Q2
Sell
-480
Closed -$26K 213
2017
Q1
$26K Buy
+480
New +$26K ﹤0.01% 335