Caldwell Trust’s Solventum SOLV Stock Holding History

Caldwell Trust’s Portfolio SOLV Stock Details SOLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$89.3K	Hold	1,177
2025 Q1	$89.5K	Sell	1,177 -5
2024 Q4	$78.1K	Sell	1,182 -50
2024 Q3	$85.9K	Sell	1,232 -254
2024 Q2	$78.6K	Buy	+1,486