BCWM
Bartlett & Co Wealth Management’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.9K | Buy |
168
+1
| +0.6% | +$404 | ﹤0.01% | 611 |
|
|
2025
Q1 | $70.1K | Buy |
167
+61
| +58% | +$25.6K | ﹤0.01% | 600 |
|
|
2024
Q4 | $51.4K | Sell |
106
-50
| -32% | -$24.2K | ﹤0.01% | 647 |
|
|
2024
Q3 | $79.1K | Hold |
156
| – | – | ﹤0.01% | 579 |
|
|
2024
Q2 | $70.1K | Sell |
156
-67
| -30% | -$30.1K | ﹤0.01% | 597 |
|
|
2024
Q1 | $106K | Hold |
223
| – | – | ﹤0.01% | 543 |
|
|
2023
Q4 | $101K | Hold |
223
| – | – | ﹤0.01% | 574 |
|
|
2023
Q3 | $76.6K | Hold |
223
| – | – | ﹤0.01% | 578 |
|
|
2023
Q2 | $78.1K | Hold |
223
| – | – | ﹤0.01% | 580 |
|
|
2023
Q1 | $72.6K | Hold |
223
| – | – | ﹤0.01% | 507 |
|
|
2022
Q4 | $75K | Buy |
223
+13
| +6% | +$4.37K | ﹤0.01% | 512 |
|
|
2022
Q3 | $58.1K | Sell |
210
-63
| -23% | -$17.4K | ﹤0.01% | 544 |
|
|
2022
Q2 | $66K | Buy |
273
+71
| +35% | +$17.2K | ﹤0.01% | 528 |
|
|
2022
Q1 | $60.1K | Buy |
+202
| New | +$60.1K | ﹤0.01% | 559 |
|
|
2021
Q4 | – | Sell |
-202
| Closed | -$61.4K | – | 638 |
|
|
2021
Q3 | $61.4K | Sell |
202
-5
| -2% | -$1.52K | ﹤0.01% | 477 |
|
|
2021
Q2 | $50.1K | Hold |
207
| – | – | ﹤0.01% | 511 |
|
|
2021
Q1 | $37.8K | Hold |
207
| – | – | ﹤0.01% | 584 |
|
|
2020
Q4 | $33.2K | Buy |
207
+5
| +2% | +$801 | ﹤0.01% | 597 |
|
|
2020
Q3 | $25.2K | Hold |
202
| – | – | ﹤0.01% | 589 |
|
|
2020
Q2 | $24.5K | Hold |
202
| – | – | ﹤0.01% | 590 |
|
|
2020
Q1 | $20.1K | Hold |
202
| – | – | ﹤0.01% | 585 |
|
|
2019
Q4 | $31.1K | Hold |
202
| – | – | ﹤0.01% | 599 |
|
|
2019
Q3 | $28.9K | Buy |
+202
| New | +$28.9K | ﹤0.01% | 607 |
|