Caldwell Trust’s Ball Corp BALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124K | Hold |
2,206
|
|
||||
|
2025
Q1 | $115K | Sell |
2,206
-200
|
|
||||
|
2024
Q4 | $133K | Hold |
2,406
|
|
||||
|
2024
Q3 | $163K | Hold |
2,406
|
|
||||
|
2024
Q2 | $144K | Hold |
2,406
|
|
||||
|
2024
Q1 | $162K | Hold |
2,406
|
|
||||
|
2023
Q4 | $138K | Hold |
2,406
|
|
||||
|
2023
Q3 | $120K | Hold |
2,406
|
|
||||
|
2023
Q2 | $140K | Hold |
2,406
|
|
||||
|
2023
Q1 | $133K | Hold |
2,406
|
|
||||
|
2022
Q4 | $123K | Hold |
2,406
|
|
||||
|
2022
Q3 | $116K | Hold |
2,406
|
|
||||
|
2022
Q2 | $165K | Hold |
2,406
|
|
||||
|
2022
Q1 | $217K | Hold |
2,406
|
|
||||
|
2021
Q4 | $232K | Hold |
2,406
|
|
||||
|
2021
Q3 | $216K | Sell |
2,406
-128
|
|
||||
|
2021
Q2 | $205K | Hold |
2,534
|
|
||||
|
2021
Q1 | $215K | Hold |
2,534
|
|
||||
|
2020
Q4 | $236K | Hold |
2,534
|
|
||||
|
2020
Q3 | $211K | Hold |
2,534
|
|
||||
|
2020
Q2 | $176K | Hold |
2,534
|
|
||||
|
2020
Q1 | $164K | Hold |
2,534
|
|
||||
|
2019
Q4 | $164K | Buy |
+2,534
|
|