BCWM
Bartlett & Co Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.2M | Buy |
25,909
+555
| +2% | +$197K | 0.13% | 107 |
|
|
2025
Q1 | $8.89M | Buy |
25,354
+30
| +0.1% | +$10.5K | 0.13% | 108 |
|
|
2024
Q4 | $8M | Sell |
25,324
-425
| -2% | -$134K | 0.12% | 112 |
|
|
2024
Q3 | $7.08M | Sell |
25,749
-276
| -1% | -$75.9K | 0.1% | 118 |
|
|
2024
Q2 | $6.83M | Buy |
26,025
+135
| +0.5% | +$35.4K | 0.1% | 116 |
|
|
2024
Q1 | $7.23M | Buy |
25,890
+955
| +4% | +$267K | 0.11% | 114 |
|
|
2023
Q4 | $6.49M | Buy |
24,935
+334
| +1% | +$87K | 0.11% | 125 |
|
|
2023
Q3 | $5.66M | Buy |
24,601
+2,029
| +9% | +$467K | 0.1% | 122 |
|
|
2023
Q2 | $5.36M | Buy |
22,572
+8,531
| +61% | +$2.03M | 0.09% | 130 |
|
|
2023
Q1 | $3.17M | Sell |
14,041
-200
| -1% | -$45.1K | 0.06% | 146 |
|
|
2022
Q4 | $2.96M | Sell |
14,241
-320
| -2% | -$66.5K | 0.06% | 153 |
|
|
2022
Q3 | $2.59M | Sell |
14,561
-415
| -3% | -$73.7K | 0.06% | 152 |
|
|
2022
Q2 | $2.95M | Buy |
14,976
+101
| +0.7% | +$19.9K | 0.06% | 148 |
|
|
2022
Q1 | $3.3M | Sell |
14,875
-800
| -5% | -$177K | 0.06% | 151 |
|
|
2021
Q4 | $3.4M | Buy |
15,675
+771
| +5% | +$167K | 0.06% | 152 |
|
|
2021
Q3 | $3.32M | Buy |
14,904
+288
| +2% | +$64.2K | 0.06% | 145 |
|
|
2021
Q2 | $3.42M | Buy |
14,616
+224
| +2% | +$52.4K | 0.07% | 144 |
|
|
2021
Q1 | $3.05M | Buy |
14,392
+95
| +0.7% | +$20.1K | 0.06% | 146 |
|
|
2020
Q4 | $3.13M | Sell |
14,297
-192
| -1% | -$42K | 0.07% | 146 |
|
|
2020
Q3 | $2.9M | Buy |
14,489
+156
| +1% | +$31.2K | 0.07% | 143 |
|
|
2020
Q2 | $2.77M | Buy |
14,333
+543
| +4% | +$105K | 0.07% | 145 |
|
|
2020
Q1 | $2.22M | Sell |
13,790
-557
| -4% | -$89.7K | 0.07% | 150 |
|
|
2019
Q4 | $2.7M | Buy |
14,347
+230
| +2% | +$43.2K | 0.07% | 154 |
|
|
2019
Q3 | $2.43M | Buy |
14,117
+9,926
| +237% | +$1.71M | 0.06% | 155 |
|
|
2019
Q2 | $727K | Hold |
4,191
| – | – | 0.03% | 185 |
|
|
2019
Q1 | $655K | Buy |
4,191
+134
| +3% | +$20.9K | 0.03% | 188 |
|
|
2018
Q4 | $535K | Hold |
4,057
| – | – | 0.02% | 194 |
|
|
2018
Q3 | $609K | Buy |
4,057
+829
| +26% | +$124K | 0.02% | 192 |
|
|
2018
Q2 | $428K | Sell |
3,228
-210
| -6% | -$27.8K | 0.02% | 211 |
|
|
2018
Q1 | $411K | Buy |
+3,438
| New | +$411K | 0.02% | 208 |
|