Caldwell Trust CO Purchases and Sells in Q3 2025

Caldwell Trust CO

$1.07 Trillion
Q3 2025

Top Buys

Incresed Positions

149 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	230 + 0.09%	$202.38 - $256.87 $46.5K - $59.1K	251K $63.9B
IVV	2.1K + 7.88%	$620.67 - $670.08 $1.3M - $1.4M	28.7K $19.2B
ARISTA NETWORKS INC	868 + 1.94%	N/A	45.6K $6.65B
JNJ	139 + 0.23%	$155.17 - $185.42 $21.6K - $25.8K	59.4K $11B
MSFT	672 + 0.9%	$491.09 - $535.64 $330K - $360K	75.3K $39B
ORCL	919 + 3.62%	$218.96 - $328.33 $201K - $302K	26.3K $7.39B

New Holdings

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MRVL	16.5K New	$62.31 - $84.07 $1.03M - $1.39M	16.5K $1.39B
UBER	2.2K New	$86.91 - $99.57 $191K - $219K	2.2K $215M
QDF	2.28K New	$73.48 - $79.4 $168K - $181K	2.28K $181M
DASH	633 New	$234.5 - $272.5 $148K - $172K	633 $172M
CCJ	1.34K New	$70.47 - $86.89 $94.7K - $117K	1.34K $113M
ISHARES BITCOIN TRUST ETF	1.5K New	N/A	1.5K $97.5M

Top Sells

Reduced Positions

165 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNH	-6.58K - 45.43%	$237.77 - $353.61 $1.57M - $2.33M	7.91K $2.73B
ACN	-1.85K - 18.76%	$232.56 - $304.78 $431K - $565K	8.02K $1.98B
LLY	-767 - 3.47%	$625.65 - $812.69 $480K - $623K	21.3K $16.3B
CRM	-1.04K - 5.78%	$231.66 - $273.65 $242K - $286K	17K $4.03B
NVO	-12K - 87.81%	$45.38 - $71.7 $545K - $861K	1.67K $92.5M
UNP	-4.4K - 14.56%	$214.91 - $237.16 $946K - $1.04M	25.8K $6.11B

Activity Summary All Purchases 181 New Holdings 32 Increased Positions 149 All Sells 165 Reductions 165 Sold out 0 Calls 0 Puts 0

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