Bartlett & Co Wealth Management’s Acuity Brands AYI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $159K | Sell |
534
-219
| -29% | -$65.3K | ﹤0.01% | 470 |
|
|
2025
Q1 | $198K | Sell |
753
-219
| -23% | -$57.7K | ﹤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% | -$4.77K | ﹤0.01% | 473 |
|
|
2023
Q2 | $163K | Sell |
1,000
-125
| -11% | -$20.4K | ﹤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% | -$3.78K | ﹤0.01% | 389 |
|
|
2022
Q2 | $177K | Buy |
1,149
+24
| +2% | +$3.7K | ﹤0.01% | 390 |
|
|
2022
Q1 | $213K | Hold |
1,125
| – | – | ﹤0.01% | 380 |
|
|
2021
Q4 | $238K | Buy |
+1,125
| New | +$238K | ﹤0.01% | 371 |
|