Popular shares owned by CWM Advisors
Historical chart of CWM Advisors investment in Popular
Tip: Access up to 7 years of quarterly data
All positions including Popular held by CWM Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Popular by CWM Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $2.3M | 14k | 164.18 |
| 2026-03-31 | $1.7M | 13k | 134.17 |
| 2025-06-30 | $905k | 8.2k | 110.21 |
| 2020-03-31 | $41k | 1.2k | 34.80 |