Bartlett & Co Wealth Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.7M | Buy |
118,915
+27
| +0% | +$14.2K | 0.88% | 33 |
|
|
2025
Q1 | $60.4M | Buy |
118,888
+311
| +0.3% | +$158K | 0.89% | 35 |
|
|
2024
Q4 | $59.1M | Sell |
118,577
-238
| -0.2% | -$119K | 0.86% | 36 |
|
|
2024
Q3 | $61.4M | Sell |
118,815
-2,123
| -2% | -$1.1M | 0.88% | 38 |
|
|
2024
Q2 | $53.9M | Sell |
120,938
-1,331
| -1% | -$594K | 0.82% | 40 |
|
|
2024
Q1 | $52M | Sell |
122,269
-3,261
| -3% | -$1.39M | 0.8% | 40 |
|
|
2023
Q4 | $55.5M | Buy |
125,530
+2,011
| +2% | +$889K | 0.9% | 35 |
|
|
2023
Q3 | $45.1M | Buy |
123,519
+503
| +0.4% | +$184K | 0.81% | 41 |
|
|
2023
Q2 | $49.3M | Buy |
123,016
+2,874
| +2% | +$1.15M | 0.85% | 37 |
|
|
2023
Q1 | $41.4M | Buy |
120,142
+1,928
| +2% | +$665K | 0.8% | 44 |
|
|
2022
Q4 | $39.6M | Sell |
118,214
-15,930
| -12% | -$5.34M | 0.8% | 39 |
|
|
2022
Q3 | $41M | Buy |
134,144
+3,577
| +3% | +$1.09M | 0.88% | 36 |
|
|
2022
Q2 | $44M | Buy |
130,567
+8,229
| +7% | +$2.77M | 0.89% | 38 |
|
|
2022
Q1 | $50.2M | Buy |
122,338
+54,619
| +81% | +$22.4M | 0.88% | 38 |
|
|
2021
Q4 | $32M | Buy |
67,719
+6,341
| +10% | +$2.99M | 0.54% | 59 |
|
|
2021
Q3 | $26.1M | Buy |
61,378
+25,951
| +73% | +$11M | 0.5% | 61 |
|
|
2021
Q2 | $14.5M | Buy |
35,427
+35,419
| +442,738% | +$14.5M | 0.28% | 78 |
|
|
2021
Q1 | $2.82K | Hold |
8
| – | – | ﹤0.01% | 847 |
|
|
2020
Q4 | $2.63K | Buy |
+8
| New | +$2.63K | ﹤0.01% | 881 |
|
|
2019
Q2 | – | Sell |
-7
| Closed | -$1.47K | – | 807 |
|
|
2019
Q1 | $1.47K | Buy |
+7
| New | +$1.47K | ﹤0.01% | 662 |
|