Bartlett & Co Wealth Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $3.9K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $56.6K | Hold |
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|
2023
Q4 | $51.7K | Hold |
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|
2023
Q3 | $48.4K | Hold |
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|
2023
Q2 | $58.8K | Hold |
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|
2023
Q1 | $53.6K | Hold |
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|
2022
Q4 | $62.3K | Hold |
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|
2022
Q3 | $48.8K | Hold |
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|
2022
Q2 | $50.3K | Hold |
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|
2022
Q1 | $58.1K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $47.3K | Hold |
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|
2021
Q2 | $51.1K | Hold |
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|
2021
Q1 | $45.9K | Hold |
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|
2020
Q4 | $36.1K | Hold |
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|
2020
Q3 | $34.7K | Hold |
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|
2020
Q2 | $41.5K | Hold |
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|
2020
Q1 | $28.1K | Hold |
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|
2019
Q4 | $33.6K | Hold |
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|
2019
Q3 | $33.1K | Buy |
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