Bartlett & Co Wealth Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.03M | Sell |
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|
2025
Q2 | $1.96M | Sell |
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|
2025
Q1 | $2.07M | Sell |
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|
2024
Q4 | $1.97M | Hold |
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|
2024
Q3 | $1.94M | Hold |
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|
2024
Q2 | $1.64M | Sell |
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|
2024
Q1 | $1.82M | Buy |
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|
2023
Q4 | $1.41M | Sell |
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|
2023
Q3 | $1.13M | Buy |
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|
2023
Q2 | $1.1M | Hold |
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|
2023
Q1 | $1.12M | Sell |
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|
2022
Q4 | $1.37M | Hold |
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|
2022
Q3 | $1.26M | Buy |
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|
2022
Q2 | $1.27M | Hold |
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|
2022
Q1 | $1.39M | Sell |
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|
2021
Q4 | $1.19M | Buy |
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|
2021
Q3 | $868K | Sell |
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|
2021
Q2 | $893K | Buy |
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|
2021
Q1 | $772K | Sell |
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|
2020
Q4 | $808K | Buy |
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|
2020
Q3 | $593K | Hold |
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|
2020
Q2 | $611K | Hold |
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|
2020
Q1 | $578K | Sell |
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|
2019
Q4 | $1.05M | Hold |
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|
2019
Q3 | $1.02M | Buy |
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|
2019
Q2 | $93.7K | Buy |
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|
2019
Q1 | $85.3K | Hold |
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|
2018
Q4 | $74.9K | Hold |
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|
2018
Q3 | $89.3K | Hold |
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|
2018
Q2 | $82.6K | Hold |
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|
2018
Q1 | $85.8K | Buy |
|