Caldwell Trust’s Worthington Steel WS Stock Holding History

Caldwell Trust’s Portfolio WS Stock Details WS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$52.3K	Hold	1,752
2025 Q1	$44.4K	Buy	1,752 +252
2024 Q4	$47.7K	Hold	1,500
2024 Q3	$51K	Hold	1,500
2024 Q2	$50K	Hold	1,500
2024 Q1	$53.8K	Hold	1,500
2023 Q4	$42.1K	Buy	+1,500