Caldwell Trust Co's ownership history for USB

Caldwell Trust Co currently holds 2.9K shares with a market value of $138.1K. It started holding USB on 2019-12-31. At its peak, it held 24.7K shares on 2019-12-31. Its highest holding value was $1.5M on 2019-12-31. At its lowest, it held 2.9K shares on 2025-09-30, with a value of $137.5K on 2025-03-31. In the recent 180 days, Caldwell Trust Co has decreased its shares by 400. In the recent year, Caldwell Trust Co has decreased its shares by 1.3K.