Caldwell Trust Co's ownership history for USHY

Caldwell Trust Co currently holds 1.3K shares with a market value of $50.7K. It started holding USHY on 2024-09-30. At its peak, it held 1.3K shares on 2025-09-30. Its highest holding value was $50.7K on 2025-09-30. At its lowest, it held 181 shares on 2025-03-31, with a value of $6.7K on 2025-03-31. In the recent 180 days, Caldwell Trust Co has increased its shares by 1.2K. In the recent year, Caldwell Trust Co has increased its shares by 941.