BCWM
Bartlett & Co Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71M | Buy |
260,101
+8,950
| +4% | +$2.44M | 0.99% | 28 |
|
|
2025
Q1 | $67.4M | Buy |
251,151
+306
| +0.1% | +$82.1K | 0.99% | 30 |
|
|
2024
Q4 | $84M | Buy |
250,845
+4,654
| +2% | +$1.56M | 1.22% | 24 |
|
|
2024
Q3 | $67.5M | Buy |
246,191
+9,548
| +4% | +$2.62M | 0.97% | 34 |
|
|
2024
Q2 | $60.8M | Buy |
236,643
+7,116
| +3% | +$1.83M | 0.92% | 34 |
|
|
2024
Q1 | $69.2M | Sell |
229,527
-10,636
| -4% | -$3.21M | 1.07% | 28 |
|
|
2023
Q4 | $63.8M | Buy |
240,163
+6,014
| +3% | +$1.6M | 1.04% | 30 |
|
|
2023
Q3 | $47.5M | Buy |
234,149
+1,689
| +0.7% | +$342K | 0.85% | 35 |
|
|
2023
Q2 | $49.1M | Buy |
232,460
+9,353
| +4% | +$1.98M | 0.85% | 38 |
|
|
2023
Q1 | $44.6M | Buy |
223,107
+8,878
| +4% | +$1.77M | 0.86% | 38 |
|
|
2022
Q4 | $28.4M | Sell |
214,229
-45,145
| -17% | -$5.99M | 0.57% | 52 |
|
|
2022
Q3 | $37.3M | Sell |
259,374
-1,753
| -0.7% | -$252K | 0.8% | 40 |
|
|
2022
Q2 | $43.1M | Sell |
261,127
-14,425
| -5% | -$2.38M | 0.87% | 40 |
|
|
2022
Q1 | $58.5M | Buy |
275,552
+5,973
| +2% | +$1.27M | 1.02% | 32 |
|
|
2021
Q4 | $68.5M | Buy |
269,579
+4,975
| +2% | +$1.26M | 1.16% | 25 |
|
|
2021
Q3 | $71.8M | Buy |
264,604
+2,740
| +1% | +$743K | 1.37% | 21 |
|
|
2021
Q2 | $64M | Buy |
261,864
+7,904
| +3% | +$1.93M | 1.22% | 23 |
|
|
2021
Q1 | $53.8M | Buy |
253,960
+37,743
| +17% | +$8M | 1.08% | 33 |
|
|
2020
Q4 | $48.1M | Buy |
216,217
+13,860
| +7% | +$3.08M | 1.03% | 33 |
|
|
2020
Q3 | $50.9M | Buy |
202,357
+5,722
| +3% | +$1.44M | 1.19% | 24 |
|
|
2020
Q2 | $36.8M | Buy |
196,635
+69,691
| +55% | +$13.1M | 0.96% | 34 |
|
|
2020
Q1 | $18.3M | Buy |
126,944
+125,517
| +8,796% | +$18.1M | 0.56% | 54 |
|
|
2019
Q4 | $232K | Buy |
1,427
+63
| +5% | +$10.2K | 0.01% | 318 |
|
|
2019
Q3 | $202K | Buy |
1,364
+1,002
| +277% | +$149K | 0.01% | 331 |
|
|
2019
Q2 | $54.9K | Buy |
362
+2
| +0.6% | +$303 | ﹤0.01% | 419 |
|
|
2019
Q1 | $57K | Buy |
360
+180
| +100% | +$28.5K | ﹤0.01% | 405 |
|
|
2018
Q4 | $24.7K | Hold |
180
| – | – | ﹤0.01% | 499 |
|
|
2018
Q3 | $28.6K | Hold |
180
| – | – | ﹤0.01% | 504 |
|
|
2018
Q2 | $24.6K | Hold |
180
| – | – | ﹤0.01% | 504 |
|
|
2018
Q1 | $20.9K | Buy |
+180
| New | +$20.9K | ﹤0.01% | 535 |
|