BCWM
Bartlett & Co Wealth Management’s Credit Acceptance CACC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-110
| Closed | -$51.6K | – | 1236 |
|
2024
Q4 | $51.6K | Hold |
110
| – | – | ﹤0.01% | 644 |
|
2024
Q3 | $48.8K | Hold |
110
| – | – | ﹤0.01% | 663 |
|
2024
Q2 | $56.6K | Hold |
110
| – | – | ﹤0.01% | 637 |
|
2024
Q1 | $60.7K | Hold |
110
| – | – | ﹤0.01% | 631 |
|
2023
Q4 | $58.8K | Hold |
110
| – | – | ﹤0.01% | 670 |
|
2023
Q3 | $50.6K | Hold |
110
| – | – | ﹤0.01% | 663 |
|
2023
Q2 | $55.9K | Hold |
110
| – | – | ﹤0.01% | 650 |
|
2023
Q1 | $48K | Hold |
110
| – | – | ﹤0.01% | 575 |
|
2022
Q4 | $52.2K | Sell |
110
-3
| -3% | -$1.42K | ﹤0.01% | 572 |
|
2022
Q3 | $49.5K | Sell |
113
-5
| -4% | -$2.19K | ﹤0.01% | 564 |
|
2022
Q2 | $55.9K | Sell |
118
-27
| -19% | -$12.8K | ﹤0.01% | 556 |
|
2022
Q1 | $79.8K | Buy |
+145
| New | +$79.8K | ﹤0.01% | 516 |
|
2021
Q4 | – | Sell |
-153
| Closed | -$89.6K | – | 474 |
|
2021
Q3 | $89.6K | Hold |
153
| – | – | ﹤0.01% | 431 |
|
2021
Q2 | $69.5K | Hold |
153
| – | – | ﹤0.01% | 461 |
|
2021
Q1 | $55.1K | Sell |
153
-22
| -13% | -$7.93K | ﹤0.01% | 519 |
|
2020
Q4 | $60.6K | Hold |
175
| – | – | ﹤0.01% | 501 |
|
2020
Q3 | $59.3K | Sell |
175
-150
| -46% | -$50.8K | ﹤0.01% | 475 |
|
2020
Q2 | $136K | Hold |
325
| – | – | ﹤0.01% | 353 |
|
2020
Q1 | $83.1K | Sell |
325
-75
| -19% | -$19.2K | ﹤0.01% | 385 |
|
2019
Q4 | $177K | Sell |
400
-50
| -11% | -$22.1K | ﹤0.01% | 348 |
|
2019
Q3 | $208K | Hold |
450
| – | – | 0.01% | 327 |
|
2019
Q2 | $218K | Hold |
450
| – | – | 0.01% | 250 |
|
2019
Q1 | $203K | Sell |
450
-50
| -10% | -$22.6K | 0.01% | 249 |
|
2018
Q4 | $191K | Hold |
500
| – | – | 0.01% | 253 |
|
2018
Q3 | $219K | Hold |
500
| – | – | 0.01% | 248 |
|
2018
Q2 | $177K | Hold |
500
| – | – | 0.01% | 260 |
|
2018
Q1 | $165K | Buy |
+500
| New | +$165K | 0.01% | 269 |
|