Institutions / Crestmont Private Wealth LLC / Activity
Activity — Crestmont Private Wealth LLC
109 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | Phillips 66 Common stock | $-169 | -1 -0.06% | 1,697 0.08% of portfolio | low |
| Q2 2026 as of | Add | Mueller Industries Inc Common stock | $492 | +4 +0.04% | 9,485 0.33% of portfolio | low |
| Q2 2026 as of | Add | Quest Diagnostics Inc Common stock | $2.3K | +11 +0.24% | 4,618 0.27% of portfolio | low |
| Q2 2026 as of | Trim | Ford Motor Co Common stock | $-6.1K | -440 -3.89% | 10,858 0.04% of portfolio | low |
| Q2 2026 as of | Trim | International Business Machines Corp Common stock | $-9.0K | -32 -4.09% | 750 0.06% of portfolio | low |
| Q2 2026 as of | Trim | 92189F106 Common stock | $-12.2K | -162 -1.98% | 8,030 0.17% of portfolio | low |
| Q2 2026 as of | Trim | Ebay Inc Common stock | $-12.3K | -110 -4.27% | 2,466 0.08% of portfolio | low |
| Q2 2026 as of | Trim | Tesla Inc Common stock | $-13.0K | -31 -4.04% | 737 0.09% of portfolio | low |
| Q2 2026 as of | Trim | General Electric Co Common stock | $-13.8K | -37 -4.41% | 802 0.08% of portfolio | low |
| Q2 2026 as of | Trim | Live Nation Entertainment Inc Common stock | $-15.7K | -86 -5.98% | 1,351 0.07% of portfolio | low |
| Q2 2026 as of | Trim | United Airlines Holdings Inc Common stock | $-17.5K | -129 -4.88% | 2,516 0.10% of portfolio | low |
| Q2 2026 as of | Trim | JPMorgan Chase & Co Common stock | $-21.6K | -66 -9.12% | 658 0.06% of portfolio | low |
| Q2 2026 as of | Trim | NVIDIA Corp Common stock | $-22.6K | -113 -2.65% | 4,156 0.23% of portfolio | low |
| Q2 2026 as of | Add | Markel Group Inc Common stock | $29.3K | +15 +3.60% | 432 0.24% of portfolio | low |
| Q2 2026 as of | Add | Moody's Corp Common stock | $32.6K | +72 +4.55% | 1,654 0.21% of portfolio | low |
| Q2 2026 as of | Add | Parker-Hannifin Corp Common stock | $38.1K | +39 +6.23% | 665 0.18% of portfolio | low |
| Q2 2026 as of | Add | Apple Inc. Common stock | $42.8K | +148 +3.83% | 4,017 0.33% of portfolio | low |
| Q2 2026 as of | Trim | Broadcom Inc. Common stock | $-45.0K | -119 -5.87% | 1,908 0.20% of portfolio | low |
| Q2 2026 as of | Add | 808524201 Common stock | $48.6K | +2K +8.01% | 22,248 0.18% of portfolio | low |
| Q2 2026 as of | Add | Intercontinental Exchange, Inc. Common stock | $55.3K | +449 +9.17% | 5,343 0.18% of portfolio | low |
| Q2 2026 as of | Add | Gilead Sciences, Inc. Common stock | $55.7K | +441 +13.23% | 3,775 0.13% of portfolio | low |
| Q2 2026 as of | Add | Idexx Laboratories Inc /De Common stock | $56.9K | +108 +10.33% | 1,153 0.17% of portfolio | low |
| Q2 2026 as of | Add | Lockheed Martin Corp Common stock | $62.7K | +123 +17.50% | 826 0.12% of portfolio | low |
| Q2 2026 as of | Add | MSCI Inc. Common stock | $66.1K | +118 +11.35% | 1,158 0.18% of portfolio | low |
| Q2 2026 as of | Add | L3HARRIS Technologies, Inc. /De Common stock | $69.7K | +240 +31.87% | 993 0.08% of portfolio | low |
| Q2 2026 as of | Add | Warren E. Buffett Common stock | $70.1K | +140 +8.12% | 1,865 0.26% of portfolio | low |
| Q2 2026 as of | Add | Cummins Inc Common stock | $71.3K | +100 +18.05% | 654 0.13% of portfolio | low |
| Q2 2026 as of | Add | Ralph Lauren Corp Common stock | $73.1K | +182 +17.04% | 1,250 0.14% of portfolio | low |
| Q2 2026 as of | Add | Hasbro, Inc. Common stock | $73.5K | +890 +18.61% | 5,672 0.13% of portfolio | low |
| Q2 2026 as of | Add | VeriSign Inc Common stock | $76.7K | +305 +9.58% | 3,490 0.25% of portfolio | low |
| Q2 2026 as of | Add | Cardinal Health Inc Common stock | $78.6K | +331 +25.72% | 1,618 0.11% of portfolio | low |
| Q2 2026 as of | Add | 66987V109 Common stock | $84.0K | +536 +32.45% | 2,188 0.10% of portfolio | low |
| Q2 2026 as of | Trim | Alphabet Inc. Common stock | $-85.4K | -239 -4.56% | 5,005 0.50% of portfolio | low |
| Q2 2026 as of | Add | Amgen Inc Common stock | $86.5K | +239 +22.11% | 1,320 0.13% of portfolio | low |
| Q2 2026 as of | Add | Garmin Ltd Common stock | $89.1K | +375 +30.86% | 1,590 0.11% of portfolio | low |
| Q2 2026 as of | Add | Emerson Electric Co Common stock | $89.6K | +626 +22.82% | 3,369 0.14% of portfolio | low |
| Q2 2026 as of | Add | Snap-on Inc Common stock | $90.5K | +225 +20.49% | 1,323 0.15% of portfolio | low |
| Q2 2026 as of | Add | General Dynamics Corp Common stock | $93.2K | +263 +39.20% | 934 0.09% of portfolio | low |
| Q2 2026 as of | Add | Autozone Inc Common stock | $95.9K | +30 +16.39% | 213 0.19% of portfolio | low |
| Q2 2026 as of | Trim | Caterpillar Inc Common stock | $-98.0K | -92 -9.23% | 905 0.27% of portfolio | low |
| Q2 2026 as of | Trim | Stellar Bancorp, Inc. Common stock | $-101.6K | -3K -20.30% | 10,145 0.11% of portfolio | low |
| Q2 2026 as of | Add | Illinois Tool Works Inc Common stock | $109.0K | +403 +10.59% | 4,209 0.32% of portfolio | low |
| Q2 2026 as of | Add | Packaging Corp of America Common stock | $118.4K | +497 +30.58% | 2,122 0.14% of portfolio | low |
| Q2 2026 as of | Add | Home Depot, Inc. Common stock | $118.5K | +336 +17.09% | 2,302 0.23% of portfolio | low |
| Q2 2026 as of | Add | Prudential Financial Inc Common stock | $123.3K | +1K +40.32% | 3,974 0.12% of portfolio | low |
| Q2 2026 as of | Add | PROCTER & GAMBLE Co Common stock | $137.3K | +936 +49.79% | 2,816 0.12% of portfolio | low |
| Q2 2026 as of | Add | Assurant Inc Common stock | $144.7K | +539 +60.16% | 1,435 0.11% of portfolio | low |
| Q2 2026 as of | Add | Verisk Analytics, Inc. Common stock | $164.1K | +914 +40.18% | 3,189 0.16% of portfolio | low |
| Q2 2026 as of | Add | Netflix Inc Common stock | $167.1K | +2K +34.95% | 9,036 0.18% of portfolio | low |
| Q2 2026 as of | Trim | Lam Research Corp Common stock | $-175.1K | -404 -7.66% | 4,869 0.59% of portfolio | low |