Crestwood Advisors Group, LLC's ownership history for AVGO

Crestwood Advisors Group, LLC currently holds 188.4K shares with a market value of $62.2M. It started holding AVGO on 2024-09-30. At its peak, it held 190.7K shares on 2025-03-31. Its highest holding value was $62.2M on 2025-09-30. At its lowest, it held 166.0K shares on 2024-09-30, with a value of $28.6M on 2024-09-30. In the recent 180 days, Crestwood Advisors Group, LLC has decreased its shares by 2.3K. In the recent year, Crestwood Advisors Group, LLC has increased its shares by 22.4K.

It has also owned 45 contracts of puts, with the market value of the underlying securities totaling $1.5M on 2025-03-31. At its peak, it held 45 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $1.5M on 2025-09-30. At its lowest, it held 45 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $753.4K on 2025-03-31. In the recent 180 days, Crestwood Advisors Group, LLC has increased its holdings by 0 contracts.