Caldwell Trust’s NCR Atleos NATL Stock Holding History

Caldwell Trust’s Portfolio NATL Stock Details NATL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.63K	Hold	57
2025 Q1	$1.5K	Hold	57
2024 Q4	$1.93K	Hold	57
2024 Q3	$1.63K	Hold	57
2024 Q2	$1.54K	Hold	57
2024 Q1	$1.13K	Hold	57
2023 Q4	$1.39K	Buy	+57