Wealthcare Advisory Partners’s Cadence Bank CADE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.11M | Buy |
34,682
+13,589
| +64% | +$435K | 0.03% | 456 |
|
2025
Q1 | $640K | Buy |
21,093
+123
| +0.6% | +$3.73K | 0.02% | 540 |
|
2024
Q4 | $722K | Buy |
20,970
+715
| +4% | +$24.6K | 0.02% | 489 |
|
2024
Q3 | $645K | Buy |
20,255
+160
| +0.8% | +$5.1K | 0.02% | 514 |
|
2024
Q2 | $568K | Buy |
20,095
+139
| +0.7% | +$3.93K | 0.02% | 506 |
|
2024
Q1 | $579K | Buy |
19,956
+159
| +0.8% | +$4.61K | 0.02% | 511 |
|
2023
Q4 | $586K | Sell |
19,797
-2,881
| -13% | -$85.3K | 0.02% | 454 |
|
2023
Q3 | $481K | Buy |
22,678
+60
| +0.3% | +$1.27K | 0.02% | 440 |
|
2023
Q2 | $444K | Buy |
22,618
+499
| +2% | +$9.8K | 0.02% | 470 |
|
2023
Q1 | $459K | Buy |
22,119
+4,021
| +22% | +$83.5K | 0.02% | 477 |
|
2022
Q4 | $446K | Buy |
18,098
+132
| +0.7% | +$3.26K | 0.02% | 449 |
|
2022
Q3 | $457K | Buy |
+17,966
| New | +$457K | 0.03% | 382 |
|