Caldwell Trust’s NCR Voyix VYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35K | Hold |
115
|
|
||||
|
2025
Q1 | $1.12K | Hold |
115
|
|
||||
|
2024
Q4 | $1.59K | Hold |
115
|
|
||||
|
2024
Q3 | $1.56K | Hold |
115
|
|
||||
|
2024
Q2 | $1.42K | Hold |
115
|
|
||||
|
2024
Q1 | $1.45K | Hold |
115
|
|
||||
|
2023
Q4 | $1.95K | Sell |
115
-72
|
|
||||
|
2023
Q3 | $3.1K | Hold |
187
|
|
||||
|
2023
Q2 | $2.9K | Hold |
187
|
|
||||
|
2023
Q1 | $2.71K | Hold |
187
|
|
||||
|
2022
Q4 | $2.69K | Hold |
187
|
|
||||
|
2022
Q3 | $2.19K | Sell |
187
-9
|
|
||||
|
2022
Q2 | $3.73K | Buy |
196
+9
|
|
||||
|
2022
Q1 | $4.62K | Buy |
+187
|
|
||||
|
2021
Q3 | – | Sell |
-186
|
|
||||
|
2021
Q2 | $5.2K | Hold |
186
|
|
||||
|
2021
Q1 | $4.33K | Hold |
186
|
|
||||
|
2020
Q4 | $4.28K | Hold |
186
|
|
||||
|
2020
Q3 | $2.52K | Hold |
186
|
|
||||
|
2020
Q2 | $1.97K | Hold |
186
|
|
||||
|
2020
Q1 | $2.02K | Hold |
186
|
|
||||
|
2019
Q4 | $4.01K | Buy |
+186
|
|