Crestwood Advisors Group’s Block Inc XYZ Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$310K	Buy
2021 Q4	–	Sell
2021 Q3	$234K	Sell
2021 Q2	$255K	Buy
2021 Q1	$221K	Sell
2020 Q4	$214K	Buy
2020 Q1	–	Sell
2019 Q4	$280K	Sell
2019 Q3	$287K	Buy