Caldwell Trust’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.42K | Hold |
407
|
|
||||
|
2025
Q1 | $4.08K | Buy |
407
+48
|
|
||||
|
2024
Q4 | $3.55K | Hold |
359
|
|
||||
|
2024
Q3 | $3.79K | Hold |
359
|
|
||||
|
2024
Q2 | $4.5K | Sell |
359
-441
|
|
||||
|
2024
Q1 | $10.6K | Buy |
800
+500
|
|
||||
|
2023
Q4 | $3.66K | Sell |
300
-500
|
|
||||
|
2023
Q3 | $9.94K | Hold |
800
|
|
||||
|
2023
Q2 | $12.1K | Sell |
800
-2,000
|
|
||||
|
2023
Q1 | $35.3K | Hold |
2,800
|
|
||||
|
2022
Q4 | $32.6K | Buy |
2,800
+2,000
|
|
||||
|
2022
Q3 | $8.96K | Hold |
800
|
|
||||
|
2022
Q2 | $8.9K | Hold |
800
|
|
||||
|
2022
Q1 | $13.5K | Buy |
800
+500
|
|
||||
|
2021
Q4 | $6.23K | Hold |
300
|
|
||||
|
2021
Q3 | $4.25K | Hold |
300
|
|
||||
|
2021
Q2 | $4.46K | Buy |
+300
|
|
||||
|
2020
Q4 | – | Sell |
-1,024
|
|
||||
|
2020
Q3 | $6.82K | Sell |
1,024
-976
|
|
||||
|
2020
Q2 | $12.2K | Sell |
2,000
-4,073
|
|
||||
|
2020
Q1 | $29.3K | Hold |
6,073
|
|
||||
|
2019
Q4 | $56.5K | Buy |
+6,073
|
|