Bartlett & Co Wealth Management’s Denali Therapeutics DNLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21K | Hold |
1,500
| – | – | ﹤0.01% | 805 |
|
|
2025
Q1 | $20.4K | Hold |
1,500
| – | – | ﹤0.01% | 810 |
|
|
2024
Q4 | $30.6K | Hold |
1,500
| – | – | ﹤0.01% | 736 |
|
|
2024
Q3 | $43.7K | Hold |
1,500
| – | – | ﹤0.01% | 678 |
|
|
2024
Q2 | $34.8K | Hold |
1,500
| – | – | ﹤0.01% | 726 |
|
|
2024
Q1 | $30.8K | Hold |
1,500
| – | – | ﹤0.01% | 740 |
|
|
2023
Q4 | $32.9K | Sell |
1,500
-23,300
| -94% | -$511K | ﹤0.01% | 774 |
|
|
2023
Q3 | $512K | Buy |
24,800
+3,260
| +15% | +$67.3K | 0.01% | 331 |
|
|
2023
Q2 | $636K | Hold |
21,540
| – | – | 0.01% | 311 |
|
|
2023
Q1 | $496K | Buy |
21,540
+760
| +4% | +$17.5K | 0.01% | 292 |
|
|
2022
Q4 | $578K | Hold |
20,780
| – | – | 0.01% | 274 |
|
|
2022
Q3 | $638K | Buy |
20,780
+2,269
| +12% | +$69.6K | 0.01% | 250 |
|
|
2022
Q2 | $545K | Buy |
18,511
+1
| +0% | +$29 | 0.01% | 276 |
|
|
2022
Q1 | $595K | Buy |
18,510
+1,567
| +9% | +$50.4K | 0.01% | 279 |
|
|
2021
Q4 | $756K | Buy |
16,943
+15,443
| +1,030% | +$689K | 0.01% | 250 |
|
|
2021
Q3 | $75.7K | Hold |
1,500
| – | – | ﹤0.01% | 454 |
|
|
2021
Q2 | $118K | Hold |
1,500
| – | – | ﹤0.01% | 391 |
|
|
2021
Q1 | $85.7K | Sell |
1,500
-500
| -25% | -$28.6K | ﹤0.01% | 448 |
|
|
2020
Q4 | $168K | Buy |
+2,000
| New | +$168K | ﹤0.01% | 342 |
|