Crestwood Advisors Group’s CGI GIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Sell |
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|
2025
Q1 | $412K | Sell |
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|
2024
Q4 | $458K | Sell |
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|
2024
Q3 | $485K | Buy |
|
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|
2024
Q2 | $412K | Hold |
|
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|
2024
Q1 | $456K | Hold |
|
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|
2023
Q4 | $442K | Hold |
|
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|
2023
Q3 | $406K | Buy |
|
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|
2023
Q2 | $403K | Hold |
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|
2023
Q1 | $368K | Hold |
|
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|
2022
Q4 | $329K | Hold |
|
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|
2022
Q3 | $288K | Hold |
|
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|
2022
Q2 | $305K | Hold |
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|
2022
Q1 | $305K | Hold |
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|
2021
Q4 | $339K | Hold |
|
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|
2021
Q3 | $324K | Sell |
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|
2021
Q2 | $360K | Buy |
|