Bartlett & Co Wealth Management’s Macy's M Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.6K | Buy |
660
+303
| +85% | +$6.13K | ﹤0.01% | 891 |
|
|
2025
Q4 | $7.94K | Hold |
357
| – | – | ﹤0.01% | 956 |
|
|
2025
Q3 | $6.47K | Hold |
357
| – | – | ﹤0.01% | 970 |
|
|
2025
Q2 | $4.23K | Buy |
357
+139
| +64% | +$1.61K | ﹤0.01% | 1021 |
|
|
2025
Q1 | $2.77K | Buy |
218
+48
| +28% | +$697 | ﹤0.01% | 1045 |
|
|
2024
Q4 | $2.91K | Hold |
170
| – | – | ﹤0.01% | 1015 |
|
|
2024
Q3 | $2.7K | Hold |
170
| – | – | ﹤0.01% | 1019 |
|
|
2024
Q2 | $3.29K | Buy |
170
+73
| +75% | +$1.39K | ﹤0.01% | 1018 |
|
|
2024
Q1 | $1.95K | Buy |
97
+49
| +102% | +$947 | ﹤0.01% | 1038 |
|
|
2023
Q4 | $985 | Hold |
48
| – | – | ﹤0.01% | 1186 |
|
|
2023
Q3 | $565 | Hold |
48
| – | – | ﹤0.01% | 1129 |
|
|
2023
Q2 | $778 | Hold |
48
| – | – | ﹤0.01% | 1108 |
|
|
2023
Q1 | $840 | Buy |
+48
| New | +$1.02K | ﹤0.01% | 1017 |
|
|
2020
Q4 | – | Sell |
-6
| Closed | -$34 | – | 1215 |
|
|
2020
Q3 | $34 | Hold |
6
| – | – | ﹤0.01% | 834 |
|
|
2020
Q2 | $41 | Sell |
6
-500
| -99% | -$3.08K | ﹤0.01% | 837 |
|
|
2020
Q1 | $2.49K | Sell |
506
-575
| -53% | -$7.79K | ﹤0.01% | 769 |
|
|
2019
Q4 | $18.8K | Hold |
1,081
| – | – | ﹤0.01% | 661 |
|
|
2019
Q3 | $17.2K | Sell |
1,081
-808
| -43% | -$15K | ﹤0.01% | 677 |
|
|
2019
Q2 | $41.2K | Buy |
1,889
+808
| +75% | +$18.4K | ﹤0.01% | 459 |
|
|
2019
Q1 | $26.4K | Sell |
1,081
-200
| -16% | -$5.05K | ﹤0.01% | 495 |
|
|
2018
Q4 | $38.1K | Hold |
1,281
| – | – | ﹤0.01% | 443 |
|
|
2018
Q3 | $45K | Sell |
1,281
-100
| -7% | -$3.72K | ﹤0.01% | 450 |
|
|
2018
Q2 | $52.2K | Buy |
1,381
+200
| +17% | +$6.7K | ﹤0.01% | 423 |
|
|
2018
Q1 | $35.6K | Buy |
+1,181
| New | +$31.9K | ﹤0.01% | 462 |
|
Other funds holding M
VPM
VCM
RAM
