MWM
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Mascagni Wealth Management’s Cadence Bank CADE Stock Holding History

Mascagni Wealth Management’s Portfolio CADE Stock Details CADE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$695K Sell
21,740
-1,320
-6% -$42.2K 0.59% 46
2025
Q1 		$700K Hold
23,060
– – 0.7% 44
2024
Q4 		$700K Buy
+23,060
New +$700K 0.7% 44