Bartlett & Co Wealth Management’s Biglari Holdings Class B BH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$147K	Hold	503	–	–	﹤0.01%	483
2025 Q1	$109K	Buy	+503	New	+$109K	﹤0.01%	530
2023 Q2	–	Sell	-25	Closed	-$4.23K	–	1154
2023 Q1	$4.23K	Hold	25	–	–	﹤0.01%	919
2022 Q4	$3.47K	Hold	25	–	–	﹤0.01%	963
2022 Q3	$2.89K	Hold	25	–	–	﹤0.01%	1005
2022 Q2	$3.07K	Hold	25	–	–	﹤0.01%	1120
2022 Q1	$3.62K	Buy	+25	New	+$3.62K	﹤0.01%	951
2021 Q4	–	Sell	-25	Closed	-$4.3K	–	452
2021 Q3	$4.3K	Hold	25	–	–	﹤0.01%	784
2021 Q2	$3.99K	Hold	25	–	–	﹤0.01%	784
2021 Q1	$3.32K	Hold	25	–	–	﹤0.01%	829
2020 Q4	$2.78K	Hold	25	–	–	﹤0.01%	877
2020 Q3	$2.23K	Hold	25	–	–	﹤0.01%	787
2020 Q2	$1.73K	Hold	25	–	–	﹤0.01%	795
2020 Q1	$1.29K	Hold	25	–	–	﹤0.01%	796
2019 Q4	$2.86K	Hold	25	–	–	﹤0.01%	798
2019 Q3	$2.73K	Hold	25	–	–	﹤0.01%	811
2019 Q2	$2.6K	Hold	25	–	–	﹤0.01%	660
2019 Q1	$3.53K	Hold	25	–	–	﹤0.01%	631
2018 Q4	$2.84K	Hold	25	–	–	﹤0.01%	645
2018 Q3	$4.53K	Hold	25	–	–	﹤0.01%	644
2018 Q2	$4.59K	Sell	25 -13	-34%	-$2.39K	﹤0.01%	645
2018 Q1	$10.2K	Buy	+38	New	+$10.2K	﹤0.01%	608