Crestwood Advisors Group’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.2M | Sell |
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|
2025
Q1 | $40.7M | Sell |
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|
2024
Q4 | $40.1M | Buy |
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|
2024
Q3 | $41.2M | Buy |
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|
2024
Q2 | $35.3M | Buy |
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|
2024
Q1 | $33.1M | Buy |
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|
2023
Q4 | $32.8M | Buy |
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|
2023
Q3 | $27.1M | Buy |
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|
2023
Q2 | $29M | Buy |
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|
2023
Q1 | $24.8M | Buy |
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|
2022
Q4 | $23.9M | Sell |
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|
2022
Q3 | $22.7M | Sell |
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|
2022
Q2 | $25.3M | Sell |
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|
2022
Q1 | $50.9M | Buy |
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|
2021
Q4 | $50.3M | Buy |
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|
2021
Q3 | $44.2M | Buy |
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|
2021
Q2 | $41.3M | Buy |
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|
2021
Q1 | $33.5M | Buy |
|