Caldwell Trust’s Kellanova K Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.1K | Sell |
265
-337
|
|
||||
|
2025
Q1 | $49.7K | Sell |
602
-15
|
|
||||
|
2024
Q4 | $50K | Hold |
617
|
|
||||
|
2024
Q3 | $49.8K | Buy |
617
+52
|
|
||||
|
2024
Q2 | $32.6K | Hold |
565
|
|
||||
|
2024
Q1 | $32.4K | Buy |
565
+144
|
|
||||
|
2023
Q4 | $23.5K | Sell |
421
-27
|
|
||||
|
2023
Q3 | $25.1K | Hold |
448
|
|
||||
|
2023
Q2 | $28.4K | Hold |
448
|
|
||||
|
2023
Q1 | $28.2K | Hold |
448
|
|
||||
|
2022
Q4 | $30K | Hold |
448
|
|
||||
|
2022
Q3 | $29.3K | Sell |
448
-213
|
|
||||
|
2022
Q2 | $44.3K | Buy |
+661
|
|
||||
|
2021
Q1 | – | Sell |
-85
|
|
||||
|
2020
Q4 | $4.98K | Hold |
85
|
|
||||
|
2020
Q3 | $5.17K | Hold |
85
|
|
||||
|
2020
Q2 | $5.29K | Hold |
85
|
|
||||
|
2020
Q1 | $4.8K | Sell |
85
-123
|
|
||||
|
2019
Q4 | $13.5K | Buy |
+208
|
|