Crestwood Advisors Group’s Eaton ETN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.41M Buy
15,165
+87
+0.6% +$31.1K 0.1% 127
2025
Q1
$4.1M Buy
15,078
+1,357
+10% +$369K 0.08% 143
2024
Q4
$4.55M Sell
13,721
-188
-1% -$62.4K 0.09% 131
2024
Q3
$4.61M Buy
13,909
+435
+3% +$144K 0.09% 131
2024
Q2
$4.22M Buy
13,474
+56
+0.4% +$17.6K 0.09% 128
2024
Q1
$4.2M Sell
13,418
-17
-0.1% -$5.32K 0.09% 129
2023
Q4
$3.24M Buy
13,435
+22
+0.2% +$5.3K 0.08% 142
2023
Q3
$2.86M Buy
+13,413
New +$2.86M 0.08% 136
2017
Q2
Sell
-1,402
Closed -$108K 241
2017
Q1
$108K Buy
+1,402
New +$108K 0.01% 185