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NOV icon

Bartlett & Co Wealth Management’s NOV NOV Stock Holding History

Bartlett & Co Wealth Management’s Portfolio NOV Stock Details NOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$32.8K Buy
1,642
+8
+0.5% +$150 ﹤0.01% 747
2025
Q4 		$25.5K Hold
1,634
– – ﹤0.01% 777
2025
Q3 		$21.7K Hold
1,634
– – ﹤0.01% 815
2025
Q2 		$20.3K Buy
1,634
+800
+96% +$10.1K ﹤0.01% 814
2025
Q1 		$12.7K Hold
834
– – ﹤0.01% 889
2024
Q4 		$12.2K Hold
834
– – ﹤0.01% 890
2024
Q3 		$13.3K Hold
834
– – ﹤0.01% 883
2024
Q2 		$15.9K Hold
834
– – ﹤0.01% 850
2024
Q1 		$16.3K Hold
834
– – ﹤0.01% 849
2023
Q4 		$17.1K Hold
834
– – ﹤0.01% 910
2023
Q3 		$17.4K Hold
834
– – ﹤0.01% 849
2023
Q2 		$13.4K Buy
+834
New +$13.6K ﹤0.01% 888
2020
Q1 		– Sell
-1,052
Closed -$26.4K – 886
2019
Q4 		$26.4K Sell
1,052
-748
-42% -$16.8K ﹤0.01% 621
2019
Q3 		$38.2K Buy
1,800
+895
+99% +$19.1K ﹤0.01% 576
2019
Q2 		$20.1K Buy
905
+105
+13% +$2.54K ﹤0.01% 531
2019
Q1 		$21.3K Sell
800
-300
-27% -$8.51K ﹤0.01% 513
2018
Q4 		$28.3K Sell
1,100
-600
-35% -$20.7K ﹤0.01% 486
2018
Q3 		$73.2K Hold
1,700
– – ﹤0.01% 376
2018
Q2 		$73.8K Sell
1,700
-150
-8% -$6.07K ﹤0.01% 370
2018
Q1 		$68.1K Buy
+1,850
New +$67.8K ﹤0.01% 390

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VPM
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VCM
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Hotchkis & Wiley Capital Management
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State Street
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return