BWA
Beam Wealth Advisors’s Cadence Bank CADE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
43,743
+37
| +0.1% | +$1.18K | 0.42% | 56 |
|
|
2025
Q1 | $1.33M | Hold |
43,706
| – | – | 0.45% | 55 |
|
|
2024
Q4 | $1.51M | Buy |
43,706
+4,103
| +10% | +$141K | 0.48% | 48 |
|
|
2024
Q3 | $1.26M | Sell |
39,603
-1,500
| -4% | -$47.8K | 0.38% | 54 |
|
|
2024
Q2 | $1.16M | Buy |
41,103
+4,034
| +11% | +$114K | 0.39% | 51 |
|
|
2024
Q1 | $1.08M | Hold |
37,069
| – | – | 0.65% | 38 |
|
|
2023
Q4 | $1.1M | Hold |
37,069
| – | – | 0.7% | 37 |
|
|
2023
Q3 | $787K | Hold |
37,069
| – | – | 0.56% | 41 |
|
|
2023
Q2 | $728K | Hold |
37,069
| – | – | 0.51% | 41 |
|
|
2023
Q1 | $770K | Hold |
37,069
| – | – | 0.77% | 40 |
|
|
2022
Q4 | $914K | Hold |
37,069
| – | – | 0.95% | 35 |
|
|
2022
Q3 | $942K | Sell |
37,069
-24,116
| -39% | -$613K | 1.05% | 35 |
|
|
2022
Q2 | $1.44M | Buy |
61,185
+41,006
| +203% | +$963K | 1.6% | 21 |
|
|
2022
Q1 | $590K | Sell |
20,179
-2,000
| -9% | -$58.5K | 0.68% | 47 |
|
|
2021
Q4 | $661K | Hold |
22,179
| – | – | 0.76% | 44 |
|
|
2021
Q3 | $660K | Hold |
22,179
| – | – | 0.57% | 55 |
|
|
2021
Q2 | $628K | Buy |
22,179
+4,060
| +22% | +$115K | 0.54% | 60 |
|
|
2021
Q1 | $589K | Sell |
18,119
-2,000
| -10% | -$65K | 0.52% | 68 |
|
|
2020
Q4 | $552K | Hold |
20,119
| – | – | 0.52% | 66 |
|
|
2020
Q3 | $390K | Hold |
20,119
| – | – | 0.37% | 84 |
|
|
2020
Q2 | $438K | Hold |
20,119
| – | – | 0.44% | 69 |
|
|
2020
Q1 | $381K | Hold |
20,119
| – | – | 0.38% | 83 |
|
|
2019
Q4 | $632K | Buy |
+20,119
| New | +$632K | 0.59% | 49 |
|