Cwc Advisors, Llc. VALUED ADVISERS TR Transaction History

Cwc Advisors, Llc.

  • $207 Billion
  • Q4 2025
Number of Shares
201,235
Previous 189,751 6.05%
Holding current value
$5.16 Billion
Previous $4.83 Billion 6.78%
% of portfolio
2.49%
Previous 2.37%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
BUY
N/A
11,484 Added 6.05%
201,235 $5.16 Billion
Q3 2025

Oct 10, 2025
SELL
N/A
-70,164 Reduced 26.99%
189,751 $4.83 Billion
Q2 2025

Jul 10, 2025
BUY
N/A
3,148 Added 1.23%
259,915 $6.63 Billion
Q1 2025

Apr 24, 2025
BUY
N/A
256,767 New
256,767 $6.54 Billion
Track This Portfolio

Track Cwc Advisors, Llc. Portfolio

Follow Cwc Advisors, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cwc Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Cwc Advisors, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email