Caldwell Trust’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.87K | Hold |
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|
2025
Q2 | $4.42K | Hold |
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|
2025
Q1 | $4.08K | Buy |
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|
2024
Q4 | $3.55K | Hold |
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|
2024
Q3 | $3.79K | Hold |
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|
2024
Q2 | $4.5K | Sell |
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|
2024
Q1 | $10.6K | Buy |
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|
2023
Q4 | $3.66K | Sell |
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|
2023
Q3 | $9.94K | Hold |
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|
2023
Q2 | $12.1K | Sell |
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|
2023
Q1 | $35.3K | Hold |
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|
2022
Q4 | $32.6K | Buy |
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|
2022
Q3 | $8.96K | Hold |
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|
2022
Q2 | $8.9K | Hold |
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|
2022
Q1 | $13.5K | Buy |
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|
2021
Q4 | $6.23K | Hold |
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|
2021
Q3 | $4.25K | Hold |
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|
2021
Q2 | $4.46K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $6.82K | Sell |
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|
2020
Q2 | $12.2K | Sell |
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|
2020
Q1 | $29.3K | Hold |
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|
2019
Q4 | $56.5K | Buy |
|