J.P. Morgan Private Wealth Advisors’s Cullen/Frost Bankers CFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.03M | Sell |
22,231
-545
| -2% | -$49.7K | 0.01% | 731 |
|
|
2023
Q2 | $2.45M | Sell |
22,776
-14,259
| -39% | -$1.53M | 0.01% | 499 |
|
|
2023
Q1 | $3.9M | Sell |
37,035
-1,900
| -5% | -$200K | 0.01% | 651 |
|
|
2022
Q4 | $5.21M | Buy |
38,935
+1,211
| +3% | +$162K | 0.01% | 568 |
|
|
2022
Q3 | $4.99M | Sell |
37,724
-2,782
| -7% | -$368K | 0.01% | 559 |
|
|
2022
Q2 | $4.72M | Buy |
40,506
+1,173
| +3% | +$137K | 0.01% | 578 |
|
|
2022
Q1 | $5.44M | Buy |
39,333
+2,932
| +8% | +$406K | 0.01% | 590 |
|
|
2021
Q4 | $4.59M | Buy |
36,401
+3,093
| +9% | +$390K | 0.01% | 634 |
|
|
2021
Q3 | $3.95M | Buy |
33,308
+2,673
| +9% | +$317K | 0.01% | 655 |
|
|
2021
Q2 | $3.43M | Buy |
30,635
+15,359
| +101% | +$1.72M | 0.01% | 690 |
|
|
2021
Q1 | $1.66M | Buy |
15,276
+2,209
| +17% | +$240K | 0.01% | 831 |
|
|
2020
Q4 | $1.14M | Buy |
13,067
+908
| +7% | +$79.2K | ﹤0.01% | 956 |
|
|
2020
Q3 | $778K | Buy |
12,159
+1,113
| +10% | +$71.2K | ﹤0.01% | 988 |
|
|
2020
Q2 | $825K | Buy |
11,046
+5,114
| +86% | +$382K | ﹤0.01% | 886 |
|
|
2020
Q1 | $331K | Buy |
5,932
+2,043
| +53% | +$114K | ﹤0.01% | 1095 |
|
|
2019
Q4 | $380K | Buy |
3,889
+503
| +15% | +$49.1K | ﹤0.01% | 1142 |
|
|
2019
Q3 | $300K | Buy |
3,386
+433
| +15% | +$38.4K | ﹤0.01% | 1195 |
|
|
2019
Q2 | $277K | Sell |
2,953
-4,699
| -61% | -$441K | ﹤0.01% | 1178 |
|
|
2019
Q1 | $743K | Sell |
7,652
-136
| -2% | -$13.2K | ﹤0.01% | 881 |
|
|
2018
Q4 | $685K | Buy |
7,788
+4,612
| +145% | +$406K | ﹤0.01% | 863 |
|
|
2018
Q3 | $332K | Buy |
3,176
+106
| +3% | +$11.1K | ﹤0.01% | 1242 |
|
|
2018
Q2 | $333K | Buy |
3,070
+745
| +32% | +$80.8K | ﹤0.01% | 1164 |
|
|
2018
Q1 | $247K | Buy |
+2,325
| New | +$247K | ﹤0.01% | 1116 |
|