BCWM
Bartlett & Co Wealth Management’s APA Corp APA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03K | Buy |
+111
| New | +$2.03K | ﹤0.01% | 1092 |
|
|
2025
Q1 | – | Sell |
-800
| Closed | -$18.5K | – | 1229 |
|
|
2024
Q4 | $18.5K | Sell |
800
-550
| -41% | -$12.7K | ﹤0.01% | 817 |
|
|
2024
Q3 | $33K | Hold |
1,350
| – | – | ﹤0.01% | 730 |
|
|
2024
Q2 | $39.7K | Hold |
1,350
| – | – | ﹤0.01% | 694 |
|
|
2024
Q1 | $46.4K | Hold |
1,350
| – | – | ﹤0.01% | 676 |
|
|
2023
Q4 | $48.7K | Hold |
1,350
| – | – | ﹤0.01% | 710 |
|
|
2023
Q3 | $55.5K | Buy |
+1,350
| New | +$55.5K | ﹤0.01% | 649 |
|
|
2021
Q3 | – | Sell |
-74
| Closed | -$1.6K | – | 946 |
|
|
2021
Q2 | $1.6K | Hold |
74
| – | – | ﹤0.01% | 888 |
|
|
2021
Q1 | $1.33K | Hold |
74
| – | – | ﹤0.01% | 937 |
|
|
2020
Q4 | $1.05K | Buy |
+74
| New | +$1.05K | ﹤0.01% | 1040 |
|
|
2020
Q3 | – | Sell |
-140
| Closed | -$1.89K | – | 841 |
|
|
2020
Q2 | $1.89K | Sell |
140
-500
| -78% | -$6.75K | ﹤0.01% | 790 |
|
|
2020
Q1 | $2.67K | Hold |
640
| – | – | ﹤0.01% | 764 |
|
|
2019
Q4 | $16.4K | Sell |
640
-750
| -54% | -$19.2K | ﹤0.01% | 678 |
|
|
2019
Q3 | $35.6K | Buy |
1,390
+500
| +56% | +$12.8K | ﹤0.01% | 584 |
|
|
2019
Q2 | $25.8K | Hold |
890
| – | – | ﹤0.01% | 508 |
|
|
2019
Q1 | $30.8K | Hold |
890
| – | – | ﹤0.01% | 481 |
|
|
2018
Q4 | $23.4K | Hold |
890
| – | – | ﹤0.01% | 504 |
|
|
2018
Q3 | $42.4K | Sell |
890
-400
| -31% | -$19.1K | ﹤0.01% | 455 |
|
|
2018
Q2 | $60.3K | Sell |
1,290
-200
| -13% | -$9.35K | ﹤0.01% | 405 |
|
|
2018
Q1 | $57.3K | Buy |
+1,490
| New | +$57.3K | ﹤0.01% | 409 |
|