Caldwell Trust’s IAC Inc IAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.7K | Sell |
475
-104
|
|
||||
|
2025
Q1 | $21.8K | Hold |
579
|
|
||||
|
2024
Q4 | $20.5K | Hold |
579
|
|
||||
|
2024
Q3 | $25.6K | Hold |
579
|
|
||||
|
2024
Q2 | $22.3K | Hold |
579
|
|
||||
|
2024
Q1 | $25.3K | Hold |
579
|
|
||||
|
2023
Q4 | $24.9K | Hold |
579
|
|
||||
|
2023
Q3 | $23.9K | Hold |
579
|
|
||||
|
2023
Q2 | $29.8K | Hold |
579
|
|
||||
|
2023
Q1 | $24.5K | Hold |
579
|
|
||||
|
2022
Q4 | $21.1K | Hold |
579
|
|
||||
|
2022
Q3 | $26.3K | Hold |
579
|
|
||||
|
2022
Q2 | $36.1K | Hold |
579
|
|
||||
|
2022
Q1 | $47.6K | Sell |
579
-27
|
|
||||
|
2021
Q4 | $65K | Hold |
606
|
|
||||
|
2021
Q3 | $64.8K | Hold |
606
|
|
||||
|
2021
Q2 | $76.6K | Sell |
606
-305
|
|
||||
|
2021
Q1 | $108K | Hold |
911
|
|
||||
|
2020
Q4 | $94.1K | Hold |
911
|
|
||||
|
2020
Q3 | $59.5K | Sell |
911
-1,909
|
|
||||
|
2020
Q2 | $163K | Hold |
2,820
|
|
||||
|
2020
Q1 | $90.3K | Hold |
2,820
|
|
||||
|
2019
Q4 | $126K | Buy |
+2,820
|
|