Crestwood Advisors Group’s Thomson Reuters TRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$210K	Buy	+1,042	New	+$210K	﹤0.01%	508
2017 Q2	–	Sell	-1,789	Closed	-$91K	–	404
2017 Q1	$91K	Buy	+1,789	New	+$91K	0.01%	201