DWM
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Darwin Wealth Management’s Cullen/Frost Bankers CFR Stock Holding History

Darwin Wealth Management’s Portfolio CFR Stock Details CFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$20.4K Buy
158
+2
+1% +$258 0.01% 280
2025
Q1 		$21K Hold
156
– – 0.01% 299
2024
Q4 		$21K Buy
+156
New +$21K 0.01% 299