Bartlett & Co Wealth Management’s Cadence Bank CADE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $189K | Hold |
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|
2025
Q2 | $161K | Hold |
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|
2025
Q1 | $153K | Hold |
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|
2024
Q4 | $174K | Hold |
|
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|
2024
Q3 | $161K | Hold |
|
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|
2024
Q2 | $143K | Hold |
|
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|
2024
Q1 | $146K | Hold |
|
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|
2023
Q4 | $152K | Hold |
|
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|
2023
Q3 | $107K | Hold |
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|
2023
Q2 | $99.4K | Hold |
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|
2023
Q1 | $105K | Buy |
|