Bartlett & Co Wealth Management’s Safety Insurance SAFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-875	Closed	-$72.1K	–	1263
2024 Q4	$72.1K	Hold	875	–	–	﹤0.01%	583
2024 Q3	$71.6K	Hold	875	–	–	﹤0.01%	597
2024 Q2	$65.7K	Hold	875	–	–	﹤0.01%	608
2024 Q1	$71.9K	Hold	875	–	–	﹤0.01%	605
2023 Q4	$66.8K	Hold	875	–	–	﹤0.01%	643
2023 Q3	$59.7K	Hold	875	–	–	﹤0.01%	629
2023 Q2	$62.8K	Hold	875	–	–	﹤0.01%	626
2023 Q1	$65.2K	Hold	875	–	–	﹤0.01%	529
2022 Q4	$73.7K	Hold	875	–	–	﹤0.01%	516
2022 Q3	$71.4K	Hold	875	–	–	﹤0.01%	506
2022 Q2	$85K	Hold	875	–	–	﹤0.01%	489
2022 Q1	$79.5K	Buy	+875	New	+$74.7K	﹤0.01%	519
2021 Q4	–	Sell	-875	Closed	-$69.3K	–	783
2021 Q3	$69.3K	Hold	875	–	–	﹤0.01%	464
2021 Q2	$68.5K	Hold	875	–	–	﹤0.01%	462
2021 Q1	$73.7K	Hold	875	–	–	﹤0.01%	471
2020 Q4	$68.2K	Hold	875	–	–	﹤0.01%	484
2020 Q3	$60.5K	Hold	875	–	–	﹤0.01%	467
2020 Q2	$66.7K	Hold	875	–	–	﹤0.01%	448
2020 Q1	$73.9K	Hold	875	–	–	﹤0.01%	402
2019 Q4	$81K	Hold	875	–	–	﹤0.01%	436
2019 Q3	$88.7K	Buy	+875	New	+$85.5K	﹤0.01%	406