Caldwell Trust’s T-Mobile US TMUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.78M | Buy |
22,738
+1,222
| +6% | +$251K | 0.43% | 56 |
|
|
2025
Q4 | $4.37M | Buy |
21,516
+1,166
| +6% | +$247K | 0.39% | 58 |
|
|
2025
Q3 | $4.87M | Buy |
20,350
+231
| +1% | +$55.9K | 0.46% | 52 |
|
|
2025
Q2 | $4.79M | Buy |
20,119
+804
| +4% | +$196K | 0.48% | 50 |
|
|
2025
Q1 | $5.15M | Buy |
19,315
+1,433
| +8% | +$353K | 0.55% | 41 |
|
|
2024
Q4 | $3.95M | Buy |
17,882
+895
| +5% | +$204K | 0.41% | 56 |
|
|
2024
Q3 | $3.51M | Buy |
16,987
+582
| +4% | +$111K | 0.37% | 61 |
|
|
2024
Q2 | $2.89M | Buy |
16,405
+690
| +4% | +$116K | 0.32% | 71 |
|
|
2024
Q1 | $2.57M | Buy |
15,715
+1,798
| +13% | +$293K | 0.3% | 74 |
|
|
2023
Q4 | $2.23M | Buy |
13,917
+2,170
| +18% | +$321K | 0.28% | 78 |
|
|
2023
Q3 | $1.65M | Buy |
11,747
+2,253
| +24% | +$312K | 0.22% | 97 |
|
|
2023
Q2 | $1.32M | Buy |
9,494
+246
| +3% | +$34.5K | 0.17% | 120 |
|
|
2023
Q1 | $1.34M | Buy |
9,248
+1,511
| +20% | +$219K | 0.19% | 115 |
|
|
2022
Q4 | $1.08M | Buy |
7,737
+794
| +11% | +$114K | 0.15% | 128 |
|
|
2022
Q3 | $932K | Buy |
6,943
+2,347
| +51% | +$330K | 0.14% | 136 |
|
|
2022
Q2 | $618K | Buy |
4,596
+357
| +8% | +$46.6K | 0.09% | 172 |
|
|
2022
Q1 | $544K | Buy |
4,239
+113
| +3% | +$13.5K | 0.06% | 195 |
|
|
2021
Q4 | $479K | Buy |
4,126
+643
| +18% | +$75.7K | 0.06% | 214 |
|
|
2021
Q3 | $445K | Buy |
3,483
+1,891
| +119% | +$263K | 0.06% | 210 |
|
|
2021
Q2 | $231K | Buy |
1,592
+854
| +116% | +$118K | 0.03% | 264 |
|
|
2021
Q1 | $92.5K | Buy |
+738
| New | +$93K | 0.01% | 358 |
|
Other funds holding TMUS
VCM
VPM