Caldwell Trust’s iRobot IRBT Stock Holding History

Caldwell Trust’s Portfolio IRBT Stock Details IRBT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$359	Hold
2025 Q2	$313	Hold
2025 Q1	$270	Hold
2024 Q4	$775	Hold
2024 Q3	$869	Hold
2024 Q2	$911	Hold
2024 Q1	$876	Hold
2023 Q4	$3.87K	Hold
2023 Q3	$3.79K	Hold
2023 Q2	$4.53K	Buy