Crestwood Advisors Group’s Public Service Enterprise Group PEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$411K Buy
2025
Q1
$360K Buy
2024
Q4
$342K Buy
2024
Q3
$356K Buy
2024
Q2
$284K Buy
2024
Q1
$247K Buy
2023
Q4
$218K Sell
2023
Q3
$211K Buy
2020
Q1
Sell
2019
Q4
$207K Hold
2019
Q3
$218K Hold
2019
Q2
$207K Buy
2017
Q2
Sell
2017
Q1
$19K Buy