Bartlett & Co Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $192K | Buy |
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|
2025
Q2 | $135K | Buy |
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|
2025
Q1 | $134K | Sell |
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|
2024
Q4 | $148K | Hold |
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|
2024
Q3 | $141K | Hold |
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|
2024
Q2 | $129K | Sell |
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|
2024
Q1 | $136K | Hold |
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|
2023
Q4 | $137K | Buy |
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|
2023
Q3 | $101K | Hold |
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|
2023
Q2 | $93K | Hold |
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|
2023
Q1 | $82.3K | Hold |
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|
2022
Q4 | $75.4K | Buy |
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|
2022
Q3 | $79.9K | Hold |
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|
2022
Q2 | $78.9K | Buy |
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|
2022
Q1 | $67.2K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $82.3K | Buy |
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|
2021
Q2 | $69.7K | Hold |
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|
2021
Q1 | $66.1K | Hold |
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|
2020
Q4 | $66.1K | Sell |
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|
2020
Q3 | $60.3K | Hold |
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|
2020
Q2 | $57.7K | Hold |
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|
2020
Q1 | $43.3K | Buy |
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|
2019
Q4 | $24.8K | Hold |
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|
2019
Q3 | $25K | Hold |
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|
2019
Q2 | $25.6K | Hold |
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|
2019
Q1 | $20.8K | Hold |
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|
2018
Q4 | $19.3K | Hold |
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|
2018
Q3 | $26.5K | Sell |
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|
2018
Q2 | $109K | Buy |
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|
2018
Q1 | $22K | Buy |
|