Cws Financial Advisors, LLC Closed Holding Positions

Cws Financial Advisors, LLC

$332 Million
Q2 2025

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
ADP Automatic Data Processing Inc Industrials	Q2 2022 Filed on Aug 08, 2022	883	$199.94 - $238.5 $177K - $211K
Cerner Corp	Q1 2022 Filed on May 03, 2022	2,831	N/A
Ihs Markit LTD	Q1 2022 Filed on May 03, 2022	2,057	N/A
FOXF Fox Factory Holding Corp Consumer Cyclical	Q1 2022 Filed on May 03, 2022	1,375	$95.34 - $166.6 $131K - $229K
BKI Black Knight, Inc. Technology	Q1 2021 Filed on May 13, 2021	2,596	$72.05 - $88.35 $187K - $229K
Tiffany & CO New	Q1 2021 Filed on May 13, 2021	3,464	N/A
Sl Green Rlty Corp	Q1 2021 Filed on May 13, 2021	5,778	N/A
AXP American Express CO Financial Services	Q4 2020 Filed on Feb 12, 2021	2,793	$91.07 - $125.04 $254K - $349K
GIS General Mills Inc Consumer Defensive	Q4 2020 Filed on Feb 12, 2021	5,087	$58.36 - $62.72 $297K - $319K
XEL Xcel Energy Inc Utilities	Q3 2020 Filed on Nov 10, 2020	3,869	$63.24 - $72.45 $245K - $280K
EVRG Evergy, Inc. Utilities	Q3 2020 Filed on Nov 10, 2020	3,527	$49.12 - $64.83 $173K - $229K
ES Eversource Energy Utilities	Q3 2020 Filed on Nov 10, 2020	4,370	$78.02 - $90.58 $341K - $396K
General Electric CO	Q2 2020 Filed on Aug 11, 2020	24,955	N/A
RDS-A Shell PLC Energy	Q2 2020 Filed on Aug 11, 2020	5,414	$28.36 - $36.98 $154K - $200K
VWO Vanguard Ftse Emerging Mkts Et ETFs	Q2 2020 Filed on Aug 11, 2020	5,962	$32.36 - $40.59 $193K - $242K
United Technologies Corp	Q2 2020 Filed on Aug 11, 2020	3,289	N/A
ACER Acer Therapeutics Inc. Healthcare	Q2 2020 Filed on Aug 11, 2020	10,000	$1.53 - $4.53 $15.3K - $45.3K
Target Corp	Q1 2020 Filed on Apr 02, 2020	1,769	N/A

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