Caldwell Trust’s Embecta EMBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-14
2024
Q4
$289 Hold
14
2024
Q3
$197 Hold
14
2024
Q2
$175 Sell
14
-12
2024
Q1
$345 Hold
26
2023
Q4
$492 Hold
26
2023
Q3
$391 Sell
26
-10
2023
Q2
$778 Sell
36
-131
2023
Q1
$4.7K Sell
167
-243
2022
Q4
$10.4K Sell
410
-82
2022
Q3
$14.2K Sell
492
-146
2022
Q2
$16.2K Buy
+638