Crestwood Advisors Group’s Information Services Group III Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.75M | Hold |
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|
2025
Q2 | $3.97M | Hold |
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|
2025
Q1 | $3.23M | Hold |
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|
2024
Q4 | $2.76M | Hold |
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|
2024
Q3 | $2.73M | Hold |
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|
2024
Q2 | $2.43M | Hold |
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|
2024
Q1 | $3.34M | Hold |
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|
2023
Q4 | $3.89M | Hold |
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|
2023
Q3 | $3.62M | Hold |
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|
2023
Q2 | $4.43M | Hold |
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|
2023
Q1 | $4.21M | Hold |
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|
2022
Q4 | $3.8M | Hold |
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|
2022
Q3 | $3.93M | Hold |
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|
2022
Q2 | $5.59M | Hold |
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|
2022
Q1 | $5.63M | Hold |
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|
2021
Q4 | $6.3M | Sell |
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|
2021
Q3 | $6.2M | Sell |
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|
2021
Q2 | $6.41M | Buy |
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|
2021
Q1 | $572K | Buy |
|