BCWM
Bartlett & Co Wealth Management’s NetApp NTAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501K | Sell |
4,700
-1
| -0% | -$107 | 0.01% | 333 |
|
|
2025
Q1 | $413K | Buy |
4,701
+1
| +0% | +$88 | 0.01% | 353 |
|
|
2024
Q4 | $546K | Hold |
4,700
| – | – | 0.01% | 316 |
|
|
2024
Q3 | $580K | Hold |
4,700
| – | – | 0.01% | 314 |
|
|
2024
Q2 | $605K | Hold |
4,700
| – | – | 0.01% | 299 |
|
|
2024
Q1 | $493K | Buy |
4,700
+200
| +4% | +$21K | 0.01% | 329 |
|
|
2023
Q4 | $397K | Hold |
4,500
| – | – | 0.01% | 377 |
|
|
2023
Q3 | $341K | Hold |
4,500
| – | – | 0.01% | 384 |
|
|
2023
Q2 | $344K | Hold |
4,500
| – | – | 0.01% | 388 |
|
|
2023
Q1 | $287K | Hold |
4,500
| – | – | 0.01% | 345 |
|
|
2022
Q4 | $270K | Hold |
4,500
| – | – | 0.01% | 350 |
|
|
2022
Q3 | $278K | Hold |
4,500
| – | – | 0.01% | 337 |
|
|
2022
Q2 | $294K | Hold |
4,500
| – | – | 0.01% | 328 |
|
|
2022
Q1 | $374K | Hold |
4,500
| – | – | 0.01% | 323 |
|
|
2021
Q4 | $414K | Hold |
4,500
| – | – | 0.01% | 315 |
|
|
2021
Q3 | $404K | Hold |
4,500
| – | – | 0.01% | 271 |
|
|
2021
Q2 | $368K | Hold |
4,500
| – | – | 0.01% | 281 |
|
|
2021
Q1 | $327K | Hold |
4,500
| – | – | 0.01% | 291 |
|
|
2020
Q4 | $298K | Hold |
4,500
| – | – | 0.01% | 295 |
|
|
2020
Q3 | $197K | Hold |
4,500
| – | – | ﹤0.01% | 310 |
|
|
2020
Q2 | $200K | Hold |
4,500
| – | – | 0.01% | 309 |
|
|
2020
Q1 | $188K | Hold |
4,500
| – | – | 0.01% | 301 |
|
|
2019
Q4 | $280K | Hold |
4,500
| – | – | 0.01% | 297 |
|
|
2019
Q3 | $236K | Buy |
4,500
+4,487
| +34,515% | +$236K | 0.01% | 308 |
|
|
2019
Q2 | $802 | Buy |
13
+7
| +117% | +$432 | ﹤0.01% | 708 |
|
|
2019
Q1 | $416 | Buy |
+6
| New | +$416 | ﹤0.01% | 712 |
|