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Crestwood Advisors Group’s MSCI MSCI Stock Holding History

Crestwood Advisors Group’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$381K Buy
660
+136
+26% +$78.4K 0.01% 393
2025
Q1 		$296K Buy
524
+32
+7% +$18.1K 0.01% 424
2024
Q4 		$295K Buy
492
+50
+11% +$30K 0.01% 386
2024
Q3 		$258K Buy
+442
New +$258K ﹤0.01% 392