Cassaday & CO Wealth Management LLC GE VERNOVA INC Transaction History

Cassaday & CO Wealth Management LLC

  • $3.98 Billion
  • Q2 2025
Number of Shares
1,166
Previous 1,064 9.59%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
N/A
102 Added 9.59%
1,166 $0
Q1 2025

May 05, 2025
BUY
N/A
3 Added 0.28%
1,064 $0
Q4 2024

Feb 03, 2025
SELL
N/A
-31 Reduced 2.84%
1,061 $0
Q3 2024

Nov 07, 2024
SELL
N/A
-111 Reduced 9.23%
1,092 $0
Q2 2024

Jul 30, 2024
BUY
N/A
1,203 New
1,203 $0
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