GJWM
Gilliland Jeter Wealth Management’s Cadence Bank CADE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
34,535
+19
| +0.1% | +$608 | 0.36% | 62 |
|
|
2025
Q1 | $1.05M | Buy |
34,516
+2,267
| +7% | +$68.8K | 0.37% | 61 |
|
|
2024
Q4 | $1.11M | Sell |
32,249
-252
| -0.8% | -$8.68K | 0.38% | 58 |
|
|
2024
Q3 | $1.04M | Sell |
32,501
-178
| -0.5% | -$5.67K | 0.33% | 67 |
|
|
2024
Q2 | $924K | Sell |
32,679
-881
| -3% | -$24.9K | 0.31% | 69 |
|
|
2024
Q1 | $973K | Buy |
33,560
+254
| +0.8% | +$7.37K | 0.34% | 67 |
|
|
2023
Q4 | $986K | Buy |
+33,306
| New | +$986K | 0.41% | 68 |
|