Cassaday & CO Wealth Management LLC Purchases and Sells in Q1 2025

Cassaday & CO Wealth Management LLC

  • $3.55 Billion
  • Q1 2025

Top Buys

Incresed Positions

104 operations
Stock Shares change Price Range Shares Held Trade History
714K
+ 23.27%
$53.99 - $58.43 $38.5M - $41.7M
3.78M $218M
26.3K
+ 73.97%
$468.34 - $539.52 $12.3M - $14.2M
61.9K $29M
161K
+ 2.8%
$27.01 - $28.54 $4.36M - $4.61M
5.92M $165M
58.7K
+ 5.75%
$59.28 - $66.1 $3.48M - $3.88M
1.08M $68.6M
41.9K
+ 1.37%
$39.18 - $43.52 $1.64M - $1.82M
3.09M $129M
21.7K
+ 34.4%
$121.0 - $142.28 $2.63M - $3.09M
85K $10.6M
View all

New Holdings

19 operations
Stock Shares change Price Range Shares Held Trade History
20.2K
New
$47.25 - $67.02 $953K - $1.35M
20.2K $959K
12.8K
New
$58.01 - $64.46 $744K - $826K
12.8K $795K
5.29K
New
$90.32 - $109.27 $478K - $578K
5.29K $577K
11.5K
New
$48.33 - $49.5 $558K - $571K
11.5K $563K
29.5K
New
$17.68 - $23.34 $521K - $688K
29.5K $521K
629
New
$476.63 - $610.45 $300K - $384K
629 $311K
View all

Top Sells

Reduced Positions

114 operations
Stock Shares change Price Range Shares Held Trade History
-51.9K
- 1.45%
$307.43 - $357.48 $15.9M - $18.5M
3.53M $1.09B
-379K
- 48.39%
$85.29 - $92.57 $32.4M - $35.1M
405K $36.8M
-2.97K
- 0.33%
$254.58 - $302.92 $755K - $899K
888K $227M
-24K
- 1.12%
$114.9 - $139.6 $2.76M - $3.36M
2.12M $249M
-737
- 0.46%
$106.98 - $149.43 $78.8K - $110K
160K $17.3M
-4
- 0.01%
$237.01 - $304.45 $948 - $1.22K
74.5K $17.8M
View all
Activity Summary
Buys All Purchases 123 New Holdings 19 Increased Positions 104 Sells All Sells 114 Reductions 114 Sold out 0 Options Calls 0 Puts 0
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