Bartlett & Co Wealth Management’s Loews L Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$238K Sell
2,601
-1,699
-40% -$156K ﹤0.01% 423
2025
Q1
$395K Hold
4,300
0.01% 359
2024
Q4
$364K Buy
4,300
+1,700
+65% +$144K 0.01% 370
2024
Q3
$206K Sell
2,600
-2,900
-53% -$229K ﹤0.01% 440
2024
Q2
$411K Hold
5,500
0.01% 348
2024
Q1
$431K Hold
5,500
0.01% 345
2023
Q4
$382K Hold
5,500
0.01% 381
2023
Q3
$348K Hold
5,500
0.01% 381
2023
Q2
$327K Hold
5,500
0.01% 394
2023
Q1
$319K Hold
5,500
0.01% 336
2022
Q4
$321K Hold
5,500
0.01% 337
2022
Q3
$274K Hold
5,500
0.01% 339
2022
Q2
$326K Hold
5,500
0.01% 315
2022
Q1
$357K Hold
5,500
0.01% 329
2021
Q4
$318K Hold
5,500
0.01% 345
2021
Q3
$297K Hold
5,500
0.01% 305
2021
Q2
$301K Hold
5,500
0.01% 303
2021
Q1
$282K Hold
5,500
0.01% 308
2020
Q4
$248K Buy
5,500
+118
+2% +$5.31K 0.01% 309
2020
Q3
$187K Hold
5,382
﹤0.01% 317
2020
Q2
$185K Sell
5,382
-84
-2% -$2.88K ﹤0.01% 321
2020
Q1
$190K Hold
5,466
0.01% 298
2019
Q4
$287K Hold
5,466
0.01% 294
2019
Q3
$281K Hold
5,466
0.01% 294
2019
Q2
$299K Hold
5,466
0.01% 230
2019
Q1
$262K Hold
5,466
0.01% 238
2018
Q4
$249K Sell
5,466
-51
-0.9% -$2.32K 0.01% 235
2018
Q3
$277K Hold
5,517
0.01% 232
2018
Q2
$266K Sell
5,517
-95
-2% -$4.59K 0.01% 230
2018
Q1
$279K Buy
+5,612
New +$279K 0.01% 226