Crestwood Advisors Group’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Buy |
4,863
+287
| +6% | +$25.7K | 0.01% | 370 |
|
|
2025
Q1 | $347K | Buy |
4,576
+754
| +20% | +$57.2K | 0.01% | 392 |
|
|
2024
Q4 | $295K | Buy |
3,822
+152
| +4% | +$11.8K | 0.01% | 385 |
|
|
2024
Q3 | $268K | Buy |
3,670
+149
| +4% | +$10.9K | 0.01% | 384 |
|
|
2024
Q2 | $212K | Sell |
3,521
-1,432
| -29% | -$86.3K | ﹤0.01% | 408 |
|
|
2024
Q1 | $313K | Buy |
4,953
+784
| +19% | +$49.5K | 0.01% | 344 |
|
|
2023
Q4 | $242K | Sell |
4,169
-871
| -17% | -$50.6K | 0.01% | 355 |
|
|
2023
Q3 | $245K | Buy |
+5,040
| New | +$245K | 0.01% | 320 |
|
|
2023
Q2 | – | Sell |
-3,980
| Closed | -$218K | – | 262 |
|
|
2023
Q1 | $218K | Sell |
3,980
-183
| -4% | -$10K | 0.01% | 244 |
|
|
2022
Q4 | $255K | Buy |
+4,163
| New | +$255K | 0.01% | 234 |
|