Caldwell Trust Co's ownership history for MS

Caldwell Trust Co currently holds 19.5K shares with a market value of $3.1M. It started holding MS on 2019-12-31. At its peak, it held 26.2K shares on 2022-09-30. Its highest holding value was $3.1M on 2025-09-30. At its lowest, it held 11.6K shares on 2020-09-30, with a value of $542.1K on 2020-03-31. In the recent 180 days, Caldwell Trust Co has decreased its shares by 333. In the recent year, Caldwell Trust Co has decreased its shares by 2.4K.