Carson Wealth (CWM LLC)’s Cadence Bank CADE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Buy |
6,511
+712
| +12% | +$22.7K | ﹤0.01% | 2138 |
|
|
2025
Q1 | $176K | Buy |
5,799
+1,928
| +50% | +$58.5K | ﹤0.01% | 2008 |
|
|
2024
Q4 | $133K | Sell |
3,871
-254
| -6% | -$8.73K | ﹤0.01% | 2088 |
|
|
2024
Q3 | $131K | Buy |
4,125
+297
| +8% | +$9.43K | ﹤0.01% | 2014 |
|
|
2024
Q2 | $108K | Buy |
3,828
+157
| +4% | +$4.43K | ﹤0.01% | 1919 |
|
|
2024
Q1 | $106K | Buy |
3,671
+2,307
| +169% | +$66.6K | ﹤0.01% | 1845 |
|
|
2023
Q4 | $40K | Sell |
1,364
-807
| -37% | -$23.7K | ﹤0.01% | 2313 |
|
|
2023
Q3 | $46K | Buy |
2,171
+452
| +26% | +$9.58K | ﹤0.01% | 2111 |
|
|
2023
Q2 | $34K | Buy |
1,719
+278
| +19% | +$5.5K | ﹤0.01% | 2263 |
|
|
2023
Q1 | $30K | Sell |
1,441
-15,405
| -91% | -$321K | ﹤0.01% | 2218 |
|
|
2022
Q4 | $415K | Buy |
16,846
+789
| +5% | +$19.4K | ﹤0.01% | 869 |
|
|
2022
Q3 | $408K | Sell |
16,057
-1,459
| -8% | -$37.1K | ﹤0.01% | 811 |
|
|
2022
Q2 | $411K | Sell |
17,516
-55,993
| -76% | -$1.31M | ﹤0.01% | 791 |
|
|
2022
Q1 | $2.15M | Sell |
73,509
-60,546
| -45% | -$1.77M | 0.02% | 401 |
|
|
2021
Q4 | $3.99M | Buy |
+134,055
| New | +$3.99M | 0.03% | 325 |
|
|
2021
Q2 | $398K | Hold |
14,046
| – | – | ﹤0.01% | 715 |
|
|
2021
Q1 | $398K | Hold |
14,046
| – | – | ﹤0.01% | 715 |
|
|
2020
Q4 | $398K | Hold |
14,046
| – | – | ﹤0.01% | 715 |
|
|
2020
Q3 | $398K | Hold |
14,046
| – | – | ﹤0.01% | 715 |
|
|
2020
Q2 | $398K | Hold |
14,046
| – | – | ﹤0.01% | 715 |
|
|
2020
Q1 | $398K | Hold |
14,046
| – | – | ﹤0.01% | 715 |
|
|
2019
Q4 | $398K | Hold |
14,046
| – | – | ﹤0.01% | 715 |
|
|
2019
Q3 | $398K | Hold |
14,046
| – | – | ﹤0.01% | 715 |
|
|
2019
Q2 | $398K | Hold |
14,046
| – | – | ﹤0.01% | 715 |
|
|
2019
Q1 | $398K | Buy |
14,046
+12,460
| +786% | +$353K | ﹤0.01% | 715 |
|
|
2018
Q4 | $41K | Hold |
1,586
| – | – | ﹤0.01% | 916 |
|
|
2018
Q3 | $52K | Hold |
1,586
| – | – | ﹤0.01% | 739 |
|
|
2018
Q2 | $52K | Buy |
+1,586
| New | +$52K | ﹤0.01% | 622 |
|
|
2018
Q1 | – | Sell |
-310
| Closed | -$10K | – | 1418 |
|
|
2017
Q4 | $10K | Hold |
310
| – | – | ﹤0.01% | 880 |
|
|
2017
Q3 | $10K | Hold |
310
| – | – | ﹤0.01% | 880 |
|
|
2017
Q2 | $9K | Hold |
310
| – | – | ﹤0.01% | 787 |
|
|
2017
Q1 | $9K | Hold |
310
| – | – | ﹤0.01% | 769 |
|
|
2016
Q4 | $10K | Sell |
310
-10
| -3% | -$323 | ﹤0.01% | 723 |
|
|
2016
Q3 | $7K | Buy |
+320
| New | +$7K | ﹤0.01% | 763 |
|