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 |
|