Bartlett & Co Wealth Management’s Acuity Brands AYI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-437	Closed	-$157K	–	1284
2025 Q4	$157K	Sell	437 -97	-18%	-$35.1K	﹤0.01%	485
2025 Q3	$184K	Hold	534	–	–	﹤0.01%	464
2025 Q2	$159K	Sell	534 -219	-29%	-$56.7K	﹤0.01%	470
2025 Q1	$198K	Sell	753 -219	-23%	-$66.2K	﹤0.01%	447
2024 Q4	$284K	Hold	972	–	–	﹤0.01%	398
2024 Q3	$268K	Hold	972	–	–	﹤0.01%	410
2024 Q2	$235K	Hold	972	–	–	﹤0.01%	423
2024 Q1	$261K	Hold	972	–	–	﹤0.01%	422
2023 Q4	$199K	Hold	972	–	–	﹤0.01%	471
2023 Q3	$166K	Sell	972 -28	-3%	-$4.57K	﹤0.01%	473
2023 Q2	$163K	Sell	1,000 -125	-11%	-$20K	﹤0.01%	482
2023 Q1	$206K	Hold	1,125	–	–	﹤0.01%	379
2022 Q4	$186K	Hold	1,125	–	–	﹤0.01%	393
2022 Q3	$177K	Sell	1,125 -24	-2%	-$4.06K	﹤0.01%	389
2022 Q2	$177K	Buy	1,149 +24	+2%	+$4.07K	﹤0.01%	390
2022 Q1	$213K	Hold	1,125	–	–	﹤0.01%	380
2021 Q4	$238K	Buy	+1,125	New	+$233K	﹤0.01%	371