Bartlett & Co Wealth Management’s Tapestry TPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Hold |
3,627
| – | – | ﹤0.01% | 387 |
|
|
2025
Q1 | $255K | Buy |
3,627
+2
| +0.1% | +$141 | ﹤0.01% | 419 |
|
|
2024
Q4 | $237K | Hold |
3,625
| – | – | ﹤0.01% | 419 |
|
|
2024
Q3 | $170K | Hold |
3,625
| – | – | ﹤0.01% | 468 |
|
|
2024
Q2 | $155K | Sell |
3,625
-60
| -2% | -$2.57K | ﹤0.01% | 470 |
|
|
2024
Q1 | $175K | Hold |
3,685
| – | – | ﹤0.01% | 467 |
|
|
2023
Q4 | $137K | Hold |
3,685
| – | – | ﹤0.01% | 532 |
|
|
2023
Q3 | $106K | Hold |
3,685
| – | – | ﹤0.01% | 531 |
|
|
2023
Q2 | $158K | Buy |
3,685
+3,625
| +6,042% | +$155K | ﹤0.01% | 487 |
|
|
2023
Q1 | $2.59K | Hold |
60
| – | – | ﹤0.01% | 961 |
|
|
2022
Q4 | $2.29K | Hold |
60
| – | – | ﹤0.01% | 1003 |
|
|
2022
Q3 | $1.71K | Hold |
60
| – | – | ﹤0.01% | 1064 |
|
|
2022
Q2 | $1.83K | Hold |
60
| – | – | ﹤0.01% | 1191 |
|
|
2022
Q1 | $2.23K | Buy |
+60
| New | +$2.23K | ﹤0.01% | 993 |
|
|
2021
Q4 | – | Sell |
-60
| Closed | -$2.22K | – | 847 |
|
|
2021
Q3 | $2.22K | Hold |
60
| – | – | ﹤0.01% | 858 |
|
|
2021
Q2 | $2.61K | Hold |
60
| – | – | ﹤0.01% | 823 |
|
|
2021
Q1 | $2.47K | Buy |
+60
| New | +$2.47K | ﹤0.01% | 858 |
|