Caldwell Trust Co's ownership history for MA

Caldwell Trust Co currently holds 23.1K shares with a market value of $13.2M. It started holding MA on 2019-12-31. At its peak, it held 30.7K shares on 2019-12-31. Its highest holding value was $13.2M on 2025-09-30. At its lowest, it held 22.9K shares on 2024-03-31, with a value of $6.8M on 2022-09-30. In the recent 180 days, Caldwell Trust Co has increased its shares by 180. In the recent year, Caldwell Trust Co has decreased its shares by 784.