Cascade Wealth Advisors, Inc Purchases and Sells in Q3 2024

Cascade Wealth Advisors, Inc

  • $140 Billion
  • Q3 2024

Top Buys

Incresed Positions

10 operations
Stock Shares change Price Range Shares Held Trade History
17.4K
+ 11.8%
$57.74 - $59.13 $1M - $1.03M
165K $9.73B
300
+ 0.64%
$182.15 - $182.15 $54.6K - $54.6K
47.1K $9.33B
6.62K
+ 8.39%
$57.32 - $62.65 $380K - $415K
85.6K $5.33B
6.12K
+ 15.69%
$76.94 - $79.54 $471K - $487K
45.2K $3.59B
4.46K
+ 8.58%
$79.29 - $84.02 $353K - $375K
56.4K $4.73B
1.51K
+ 1.25%
$54.98 - $59.51 $83.2K - $90K
123K $7.3B
View all

New Holdings

1 operations
Stock Shares change Price Range Shares Held Trade History
398
New
$475.2 - $527.7 $189K - $210K
398 $210M

Top Sells

Reduced Positions

22 operations
Stock Shares change Price Range Shares Held Trade History
-8.16K
- 3.47%
$50.63 - $51.11 $413K - $417K
227K $11.6B
-945
- 15.36%
$214.77 - $237.72 $203K - $225K
5.21K $1.24B
-1.5K
- 16.42%
$82.41 - $92.06 $124K - $138K
7.65K $690M
-1.2K
- 18.05%
$93.83 - $105.05 $113K - $126K
5.45K $566M
-1.15K
- 19.07%
$60.29 - $66.38 $69.3K - $76.3K
4.88K $317M
-240
- 5.77%
$395.15 - $467.56 $94.8K - $112K
3.92K $1.69B
View all
Activity Summary
Buys All Purchases 11 New Holdings 1 Increased Positions 10 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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