Bartlett & Co Wealth Management’s Seagate STX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $708K | Sell |
4,893
-350
| -7% | -$50.7K | 0.01% | 295 |
|
|
2025
Q1 | $449K | Sell |
5,243
-42
| -0.8% | -$3.6K | 0.01% | 346 |
|
|
2024
Q4 | $460K | Hold |
5,285
| – | – | 0.01% | 337 |
|
|
2024
Q3 | $583K | Hold |
5,285
| – | – | 0.01% | 313 |
|
|
2024
Q2 | $549K | Hold |
5,285
| – | – | 0.01% | 312 |
|
|
2024
Q1 | $496K | Sell |
5,285
-1,300
| -20% | -$122K | 0.01% | 327 |
|
|
2023
Q4 | $576K | Sell |
6,585
-500
| -7% | -$43.7K | 0.01% | 330 |
|
|
2023
Q3 | $472K | Sell |
7,085
-200
| -3% | -$13.3K | 0.01% | 344 |
|
|
2023
Q2 | $453K | Buy |
7,285
+4,000
| +122% | +$249K | 0.01% | 355 |
|
|
2023
Q1 | $218K | Hold |
3,285
| – | – | ﹤0.01% | 371 |
|
|
2022
Q4 | $175K | Hold |
3,285
| – | – | ﹤0.01% | 400 |
|
|
2022
Q3 | $177K | Hold |
3,285
| – | – | ﹤0.01% | 388 |
|
|
2022
Q2 | $237K | Hold |
3,285
| – | – | ﹤0.01% | 349 |
|
|
2022
Q1 | $298K | Sell |
3,285
-1,000
| -23% | -$90.6K | 0.01% | 344 |
|
|
2021
Q4 | $487K | Hold |
4,285
| – | – | 0.01% | 300 |
|
|
2021
Q3 | $356K | Sell |
4,285
-500
| -10% | -$41.6K | 0.01% | 288 |
|
|
2021
Q2 | $421K | Sell |
4,785
-1,000
| -17% | -$87.9K | 0.01% | 275 |
|
|
2021
Q1 | $448K | Sell |
5,785
-750
| -11% | -$58.1K | 0.01% | 269 |
|
|
2020
Q4 | $411K | Hold |
6,535
| – | – | 0.01% | 273 |
|
|
2020
Q3 | $326K | Hold |
6,535
| – | – | 0.01% | 273 |
|
|
2020
Q2 | $321K | Hold |
6,535
| – | – | 0.01% | 274 |
|
|
2020
Q1 | $323K | Buy |
6,535
+5,685
| +669% | +$281K | 0.01% | 259 |
|
|
2019
Q4 | $50.6K | Hold |
850
| – | – | ﹤0.01% | 530 |
|
|
2019
Q3 | $45.7K | Buy |
850
+704
| +482% | +$37.9K | ﹤0.01% | 546 |
|
|
2019
Q2 | $6.88K | Buy |
+146
| New | +$6.88K | ﹤0.01% | 609 |
|