BCWM
Bartlett & Co Wealth Management’s IAC Inc IAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.7K | Hold |
1,250
| – | – | ﹤0.01% | 664 |
|
|
2025
Q1 | $57.4K | Sell |
1,250
-430
| -26% | -$19.8K | ﹤0.01% | 626 |
|
|
2024
Q4 | $72.5K | Hold |
1,680
| – | – | ﹤0.01% | 580 |
|
|
2024
Q3 | $90.4K | Sell |
1,680
-675
| -29% | -$36.3K | ﹤0.01% | 558 |
|
|
2024
Q2 | $110K | Hold |
2,355
| – | – | ﹤0.01% | 531 |
|
|
2024
Q1 | $126K | Sell |
2,355
-200
| -8% | -$10.7K | ﹤0.01% | 520 |
|
|
2023
Q4 | $136K | Sell |
2,555
-100
| -4% | -$5.33K | ﹤0.01% | 533 |
|
|
2023
Q3 | $134K | Sell |
2,655
-275
| -9% | -$13.9K | ﹤0.01% | 503 |
|
|
2023
Q2 | $184K | Buy |
+2,930
| New | +$184K | ﹤0.01% | 464 |
|
|
2022
Q2 | – | Sell |
-21
| Closed | -$2.11K | – | 1315 |
|
|
2022
Q1 | $2.11K | Buy |
+21
| New | +$2.11K | ﹤0.01% | 996 |
|
|
2021
Q4 | – | Sell |
-21
| Closed | -$2.74K | – | 618 |
|
|
2021
Q3 | $2.74K | Hold |
21
| – | – | ﹤0.01% | 838 |
|
|
2021
Q2 | $3.24K | Hold |
21
| – | – | ﹤0.01% | 803 |
|
|
2021
Q1 | $4.54K | Hold |
21
| – | – | ﹤0.01% | 797 |
|
|
2020
Q4 | $3.98K | Buy |
+21
| New | +$3.98K | ﹤0.01% | 826 |
|
|
2019
Q4 | – | Sell |
-85
| Closed | -$16.1K | – | 873 |
|
|
2019
Q3 | $16.1K | Buy |
+85
| New | +$16.1K | ﹤0.01% | 684 |
|