WAM
Worth Asset Management’s Cullen/Frost Bankers CFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,427
| Closed | -$150K | – | 471 |
|
|
2023
Q1 | $150K | Buy |
1,427
+690
| +94% | +$72.7K | 0.11% | 103 |
|
|
2022
Q4 | $98.5K | Hold |
737
| – | – | 0.07% | 125 |
|
|
2022
Q3 | $97K | Sell |
737
-736
| -50% | -$96.9K | 0.07% | 96 |
|
|
2022
Q2 | $172K | Hold |
1,473
| – | – | 0.12% | 84 |
|
|
2022
Q1 | $181K | Buy |
+1,473
| New | +$181K | 0.12% | 80 |
|