CAG
Crestwood Advisors Group’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.75M | Sell |
13,778
-44
| -0.3% | -$31.1K | 0.17% | 100 |
|
|
2025
Q1 | $7.55M | Buy |
13,822
+305
| +2% | +$167K | 0.14% | 114 |
|
|
2024
Q4 | $7.74M | Buy |
13,517
+216
| +2% | +$124K | 0.15% | 111 |
|
|
2024
Q3 | $6.59M | Buy |
13,301
+309
| +2% | +$153K | 0.13% | 114 |
|
|
2024
Q2 | $5.88M | Buy |
12,992
+79
| +0.6% | +$35.7K | 0.12% | 113 |
|
|
2024
Q1 | $5.39M | Buy |
12,913
+1,372
| +12% | +$573K | 0.12% | 113 |
|
|
2023
Q4 | $4.45M | Buy |
11,541
+617
| +6% | +$238K | 0.1% | 125 |
|
|
2023
Q3 | $3.53M | Buy |
+10,924
| New | +$3.53M | 0.09% | 128 |
|
|
2022
Q4 | – | Sell |
-150
| Closed | -$44K | – | 272 |
|
|
2022
Q3 | $44K | Sell |
150
-7
| -4% | -$2.05K | ﹤0.01% | 256 |
|
|
2022
Q2 | $47K | Buy |
+157
| New | +$47K | ﹤0.01% | 254 |
|
|
2019
Q4 | – | Sell |
-1,485
| Closed | -$308K | – | 259 |
|
|
2019
Q3 | $308K | Buy |
1,485
+20
| +1% | +$4.15K | 0.01% | 200 |
|
|
2019
Q2 | $300K | Buy |
+1,465
| New | +$300K | 0.01% | 193 |
|
|
2018
Q1 | – | Sell |
-58,258
| Closed | -$14.8M | – | 188 |
|
|
2017
Q4 | $14.8M | Buy |
58,258
+282
| +0.5% | +$71.8K | 1.18% | 38 |
|
|
2017
Q3 | $13.8M | Buy |
57,976
+325
| +0.6% | +$77.1K | 1.18% | 41 |
|
|
2017
Q2 | $12.9M | Sell |
57,651
-1,228
| -2% | -$275K | 1.1% | 42 |
|
|
2017
Q1 | $13.3M | Buy |
58,879
+176
| +0.3% | +$39.6K | 1.17% | 42 |
|
|
2016
Q4 | $14.1M | Sell |
58,703
-1,241
| -2% | -$297K | 1.36% | 35 |
|
|
2016
Q3 | $9.67M | Buy |
59,944
+162
| +0.3% | +$26.1K | 1.16% | 39 |
|
|
2016
Q2 | $8.88M | Sell |
59,782
-1,910
| -3% | -$284K | 1.1% | 40 |
|
|
2016
Q1 | $9.68M | Buy |
61,692
+1,548
| +3% | +$243K | 1.14% | 39 |
|
|
2015
Q4 | $10.8M | Sell |
60,144
-2,180
| -3% | -$393K | 1.31% | 36 |
|
|
2015
Q3 | $10.8M | Buy |
62,324
+1,875
| +3% | +$326K | 1.41% | 33 |
|
|
2015
Q2 | $12.6M | Buy |
60,449
+4,088
| +7% | +$854K | 1.68% | 29 |
|
|
2015
Q1 | $10.6M | Buy |
56,361
+5,650
| +11% | +$1.06M | 1.51% | 35 |
|
|
2014
Q4 | $9.83M | Buy |
50,711
+1,696
| +3% | +$329K | 1.48% | 36 |
|
|
2014
Q3 | $9M | Sell |
49,015
-1,194
| -2% | -$219K | 1.41% | 34 |
|
|
2014
Q2 | $8.41M | Buy |
50,209
+2,603
| +5% | +$436K | 1.34% | 40 |
|
|
2014
Q1 | $7.8M | Buy |
47,606
+1,883
| +4% | +$309K | 1.27% | 41 |
|
|
2013
Q4 | $8.11M | Buy |
45,723
+889
| +2% | +$158K | 1.29% | 35 |
|
|
2013
Q3 | $7.09M | Buy |
44,834
+2,393
| +6% | +$379K | 1.24% | 35 |
|
|
2013
Q2 | $6.42M | Buy |
+42,441
| New | +$6.42M | 1.19% | 36 |
|