Crestwood Advisors Group’s Nutanix NTNX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.31M Sell
43,338
-6,999
-14% -$535K 0.06% 165
2025
Q1
$3.51M Sell
50,337
-26
-0.1% -$1.82K 0.07% 150
2024
Q4
$3.08M Buy
50,363
+60
+0.1% +$3.67K 0.06% 155
2024
Q3
$2.98M Buy
50,303
+21
+0% +$1.24K 0.06% 154
2024
Q2
$2.86M Hold
50,282
0.06% 149
2024
Q1
$3.1M Buy
50,282
+40,282
+403% +$2.49M 0.07% 142
2023
Q4
$477K Hold
10,000
0.01% 264
2023
Q3
$349K Hold
10,000
0.01% 283
2023
Q2
$281K Hold
10,000
0.01% 218
2023
Q1
$260K Hold
10,000
0.01% 233
2022
Q4
$261K Hold
10,000
0.01% 233
2022
Q3
$208K Hold
10,000
0.01% 246
2022
Q2
$146K Hold
10,000
﹤0.01% 249
2022
Q1
$268K Hold
10,000
0.01% 247
2021
Q4
$319K Hold
10,000
0.01% 246
2021
Q3
$377K Hold
10,000
0.01% 213
2021
Q2
$382K Hold
10,000
0.01% 209
2021
Q1
$266K Hold
10,000
0.01% 228
2020
Q4
$319K Hold
10,000
0.01% 208
2020
Q3
$222K Hold
10,000
0.01% 221
2020
Q2
$237K Hold
10,000
0.01% 208
2020
Q1
$158K Buy
+10,000
New +$158K 0.01% 211