Crestwood Advisors Group’s Middlesex Water MSEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$208K Buy
2024
Q4
Sell
2024
Q3
$210K Buy
2024
Q1
Sell
2023
Q4
$212K Buy
2023
Q3
$212K Buy