CWM

Cahaba Wealth Management’s Box BOX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$230K	Sell	6,733 -1,706	-20%	-$58.3K	0.02%	142
2025 Q1	$260K	Hold	8,439	–	–	0.02%	125
2024 Q4	$267K	Hold	8,439	–	–	0.02%	125
2024 Q3	$276K	Hold	8,439	–	–	0.02%	125
2024 Q2	$223K	Hold	8,439	–	–	0.02%	135
2024 Q1	$239K	Hold	8,439	–	–	0.02%	136
2023 Q4	$216K	Hold	8,439	–	–	0.02%	134
2023 Q3	$204K	Hold	8,439	–	–	0.02%	140
2023 Q2	$248K	Hold	8,439	–	–	0.03%	126
2023 Q1	$226K	Hold	8,439	–	–	0.03%	133
2022 Q4	$263K	Hold	8,439	–	–	0.03%	119
2022 Q3	$205K	Hold	8,439	–	–	0.03%	126
2022 Q2	$212K	Hold	8,439	–	–	0.03%	126
2022 Q1	$258K	Hold	8,439	–	–	0.04%	124
2021 Q4	$221K	Buy	+8,439	New	+$221K	0.03%	137
2021 Q3	–	Sell	-8,439	Closed	-$201K	–	134
2021 Q2	$201K	Buy	+8,439	New	+$201K	0.03%	78
2021 Q1	–	Sell	-10,939	Closed	-$195K	–	91
2020 Q4	$195K	Hold	10,939	–	–	0.03%	89
2020 Q3	$189K	Hold	10,939	–	–	0.04%	73
2020 Q2	$192K	Sell	10,939 -4,000	-27%	-$70.2K	0.04%	75
2020 Q1	$209K	Hold	14,939	–	–	0.05%	68
2019 Q4	$250K	Hold	14,939	–	–	0.06%	67
2019 Q3	$247K	Hold	14,939	–	–	0.06%	65
2019 Q2	$263K	Hold	14,939	–	–	0.07%	64
2019 Q1	$288K	Hold	14,939	–	–	0.08%	63
2018 Q4	$252K	Hold	14,939	–	–	0.08%	64
2018 Q3	$336K	Hold	14,939	–	–	0.11%	55
2018 Q2	$390K	Sell	14,939 -3,110	-17%	-$81.2K	0.14%	50
2018 Q1	$365K	Hold	18,049	–	–	0.14%	45
2017 Q4	$381K	Sell	18,049 -950	-5%	-$20.1K	0.16%	43
2017 Q3	$367K	Buy	+18,999	New	+$367K	0.17%	43