Caldwell Trust’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71K | Hold |
58
|
|
||||
|
2025
Q1 | $1.77K | Hold |
58
|
|
||||
|
2024
Q4 | $2.19K | Hold |
58
|
|
||||
|
2024
Q3 | $2.24K | Hold |
58
|
|
||||
|
2024
Q2 | $2.31K | Hold |
58
|
|
||||
|
2024
Q1 | $1.96K | Hold |
58
|
|
||||
|
2023
Q4 | $1.97K | Sell |
58
-27
|
|
||||
|
2023
Q3 | $2.47K | Hold |
85
|
|
||||
|
2023
Q2 | $2.88K | Hold |
85
|
|
||||
|
2023
Q1 | $3.62K | Hold |
85
|
|
||||
|
2022
Q4 | $3.87K | Hold |
85
|
|
||||
|
2022
Q3 | $2.86K | Hold |
85
|
|
||||
|
2022
Q2 | $3.87K | Hold |
85
|
|
||||
|
2022
Q1 | $7.65K | Hold |
85
|
|
||||
|
2021
Q4 | $5.06K | Hold |
85
|
|
||||
|
2021
Q3 | $4.16K | Buy |
85
+58
|
|
||||
|
2021
Q2 | $995 | Hold |
27
|
|
||||
|
2021
Q1 | $877 | Hold |
27
|
|
||||
|
2020
Q4 | $622 | Hold |
27
|
|
||||
|
2020
Q3 | $314 | Hold |
27
|
|
||||
|
2020
Q2 | $303 | Hold |
27
|
|
||||
|
2020
Q1 | $166 | Hold |
27
|
|
||||
|
2019
Q4 | $581 | Buy |
+27
|
|