Bartlett & Co Wealth Management’s Expand Energy Corp EXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $264K | Buy |
|
|||||
|
2025
Q3 | $254K | Buy |
|
|||||
|
2025
Q2 | $271K | Buy |
|
|||||
|
2025
Q1 | $257K | Buy |
|
|||||
|
2024
Q4 | $230K | Buy |
|
|||||
|
2024
Q3 | $123K | Hold |
|
|||||
|
2024
Q2 | $123K | Sell |
|
|||||
|
2024
Q1 | $191K | Sell |
|
|||||
|
2023
Q4 | $192K | Sell |
|
|||||
|
2023
Q3 | $280K | Sell |
|
|||||
|
2023
Q2 | $355K | Buy |
|