Jamison Private Wealth Management’s Cullen/Frost Bankers CFR Stock Holding History

Jamison Private Wealth Management’s Portfolio CFR Stock Details CFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$215K	Sell
2025 Q2	$226K	Buy
2025 Q1	$220K	Sell
2024 Q4	$245K	Buy
2024 Q3	$204K	Sell
2024 Q2	$189K	Buy
2024 Q1	$209K	Buy
2023 Q4	$201K	Buy
2023 Q3	$168K	Buy