Crestwood Advisors Group LLC Vanguard Transaction History

Crestwood Advisors Group LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 15, 2023	SELL	$57.47 - $57.91 $688,203 - $693,472	-11,975 Reduced 64.27%	6,657 $383,000
Q2 2023 Aug 15, 2023	SELL	$57.72 - $58.69 $381,125 - $387,530	-6,603 Reduced 26.17%	18,632 $1.08 Million
Q1 2023 May 12, 2023	BUY	$57.32 - $58.77 $964,867 - $989,275	16,833 Added 200.35%	25,235 $1.48 Million
Q4 2022 Feb 14, 2023	BUY	$57.38 - $58.13 $30,583 - $30,983	533 Added 6.77%	8,402 $485,000
Q3 2022 Oct 26, 2022	BUY	$57.67 - $59.08 $79,872 - $81,825	1,385 Added 21.36%	7,869 $455,000
Q2 2022 Jul 07, 2022	BUY	$58.29 - $59.37 $1,981 - $2,018	34 Added 0.53%	6,484 $382,000
Q1 2021 Apr 21, 2021	BUY	$61.49 - $61.63 $396,610 - $397,513	6,450 New	6,450 $0

928

231M

21.5K

32.6K

Get notified when there are updates to the investment portfolio of Crestwood Advisors Group LLC, based on Form 13F filings with the SEC.

Stay updated on Crestwood Advisors Group LLC with notifications on news.