Crestwood Advisors Group’s Thomson Reuters TRI Stock Holding History

Crestwood Advisors Group’s Portfolio TRI Stock Details TRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$210K	Buy
2017 Q2	–	Sell
2017 Q1	$91K	Buy