Caldwell Trust’s International Paper IP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Buy |
5,546
+1,000
|
|
||||
|
2025
Q1 | $243K | Hold |
4,546
|
|
||||
|
2024
Q4 | $245K | Hold |
4,546
|
|
||||
|
2024
Q3 | $222K | Buy |
4,546
+461
|
|
||||
|
2024
Q2 | $176K | Hold |
4,085
|
|
||||
|
2024
Q1 | $159K | Hold |
4,085
|
|
||||
|
2023
Q4 | $148K | Hold |
4,085
|
|
||||
|
2023
Q3 | $145K | Sell |
4,085
-355
|
|
||||
|
2023
Q2 | $141K | Hold |
4,440
|
|
||||
|
2023
Q1 | $160K | Sell |
4,440
-217
|
|
||||
|
2022
Q4 | $161K | Sell |
4,657
-334
|
|
||||
|
2022
Q3 | $158K | Hold |
4,991
|
|
||||
|
2022
Q2 | $209K | Buy |
4,991
+4,043
|
|
||||
|
2022
Q1 | $43.8K | Sell |
948
-145
|
|
||||
|
2021
Q4 | $51.3K | Sell |
1,093
-17
|
|
||||
|
2021
Q3 | $58.8K | Hold |
1,110
|
|
||||
|
2021
Q2 | $64.4K | Buy |
1,110
+582
|
|
||||
|
2021
Q1 | $27K | Hold |
528
|
|
||||
|
2020
Q4 | $24.9K | Hold |
528
|
|
||||
|
2020
Q3 | $20.3K | Hold |
528
|
|
||||
|
2020
Q2 | $17.6K | Hold |
528
|
|
||||
|
2020
Q1 | $15.6K | Hold |
528
|
|
||||
|
2019
Q4 | $23K | Buy |
+528
|
|