Caldwell Trust’s Amentum Holdings AMTM Stock Holding History

Caldwell Trust’s Portfolio AMTM Stock Details AMTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$46.1K	Sell	1,954 -64
2025 Q1	$36.7K	Sell	2,018 -1,460
2024 Q4	$73.1K	Buy	+3,478