Crestwood Advisors Group’s Dell DELL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$361K	Sell
2025 Q1	$311K	Buy
2024 Q4	$340K	Buy
2024 Q3	$316K	Sell
2024 Q2	$389K	Buy
2017 Q2	–	Sell
2017 Q1	$9K	Sell
2016 Q4	$3.44M	Sell
2016 Q3	$3.01M	Buy