Bartlett & Co Wealth Management’s Bloom Energy BE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$336K Buy
2023
Q4
Sell
2023
Q3
$23.2K Hold
2023
Q2
$28.6K Hold
2023
Q1
$34.9K Hold
2022
Q4
$33.5K Hold
2022
Q3
$35K Hold
2022
Q2
$28.9K Hold
2022
Q1
$42.3K Buy
2021
Q4
Sell
2021
Q3
$32.8K Hold
2021
Q2
$47K Hold
2021
Q1
$47.3K Hold
2020
Q4
$50.2K Hold
2020
Q3
$31.4K Hold
2020
Q2
$19K Buy