Caldwell Trust’s IAC Inc IAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $16.2K | Hold |
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|
2025
Q2 | $17.7K | Sell |
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|
2025
Q1 | $21.8K | Hold |
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|
2024
Q4 | $20.5K | Hold |
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|
2024
Q3 | $25.6K | Hold |
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|
2024
Q2 | $22.3K | Hold |
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|
2024
Q1 | $25.3K | Hold |
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|
2023
Q4 | $24.9K | Hold |
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|
2023
Q3 | $23.9K | Hold |
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|
2023
Q2 | $29.8K | Hold |
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|
2023
Q1 | $24.5K | Hold |
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|
2022
Q4 | $21.1K | Hold |
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|
2022
Q3 | $26.3K | Hold |
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|
2022
Q2 | $36.1K | Hold |
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|
2022
Q1 | $47.6K | Sell |
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|
2021
Q4 | $65K | Hold |
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|
2021
Q3 | $64.8K | Hold |
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|
2021
Q2 | $76.6K | Sell |
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|
2021
Q1 | $108K | Hold |
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|
2020
Q4 | $94.1K | Hold |
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|
2020
Q3 | $59.5K | Sell |
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|
2020
Q2 | $163K | Hold |
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|
2020
Q1 | $90.3K | Hold |
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|
2019
Q4 | $126K | Buy |
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