BCWM
Bartlett & Co Wealth Management’s NCR Voyix VYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.9K | Hold |
1,950
| – | – | ﹤0.01% | 792 |
|
|
2025
Q1 | $19K | Sell |
1,950
-104
| -5% | -$1.01K | ﹤0.01% | 823 |
|
|
2024
Q4 | $28.4K | Hold |
2,054
| – | – | ﹤0.01% | 752 |
|
|
2024
Q3 | $27.9K | Hold |
2,054
| – | – | ﹤0.01% | 759 |
|
|
2024
Q2 | $25.4K | Hold |
2,054
| – | – | ﹤0.01% | 784 |
|
|
2024
Q1 | $25.9K | Hold |
2,054
| – | – | ﹤0.01% | 781 |
|
|
2023
Q4 | $35.2K | Hold |
2,054
| – | -$22.2K | ﹤0.01% | 761 |
|
|
2023
Q3 | $55.4K | Hold |
2,054
| – | – | ﹤0.01% | 650 |
|
|
2023
Q2 | $51.8K | Hold |
2,054
| – | – | ﹤0.01% | 660 |
|
|
2023
Q1 | $48.5K | Hold |
2,054
| – | – | ﹤0.01% | 572 |
|
|
2022
Q4 | $48.1K | Hold |
2,054
| – | – | ﹤0.01% | 587 |
|
|
2022
Q3 | $39K | Hold |
2,054
| – | – | ﹤0.01% | 602 |
|
|
2022
Q2 | $63.9K | Hold |
2,054
| – | – | ﹤0.01% | 537 |
|
|
2022
Q1 | $82.6K | Buy |
+2,054
| New | +$82.6K | ﹤0.01% | 509 |
|
|
2021
Q4 | – | Sell |
-1,104
| Closed | -$42.8K | – | 883 |
|
|
2021
Q3 | $42.8K | Hold |
1,104
| – | – | ﹤0.01% | 531 |
|
|
2021
Q2 | $50.4K | Hold |
1,104
| – | – | ﹤0.01% | 508 |
|
|
2021
Q1 | $41.9K | Hold |
1,104
| – | – | ﹤0.01% | 565 |
|
|
2020
Q4 | $41.5K | Buy |
1,104
+104
| +10% | +$3.92K | ﹤0.01% | 555 |
|
|
2020
Q3 | $22.1K | Hold |
1,000
| – | – | ﹤0.01% | 608 |
|
|
2020
Q2 | $17.3K | Hold |
1,000
| – | – | ﹤0.01% | 625 |
|
|
2020
Q1 | $17.7K | Hold |
1,000
| – | – | ﹤0.01% | 600 |
|
|
2019
Q4 | $35.2K | Hold |
1,000
| – | – | ﹤0.01% | 585 |
|
|
2019
Q3 | $31.6K | Hold |
1,000
| – | – | ﹤0.01% | 598 |
|
|
2019
Q2 | $31.1K | Hold |
1,000
| – | – | ﹤0.01% | 488 |
|
|
2019
Q1 | $27.3K | Hold |
1,000
| – | – | ﹤0.01% | 494 |
|
|
2018
Q4 | $23.1K | Hold |
1,000
| – | – | ﹤0.01% | 506 |
|
|
2018
Q3 | $28.4K | Sell |
1,000
-2
| -0.2% | -$52 | ﹤0.01% | 505 |
|
|
2018
Q2 | $30K | Buy |
1,002
+2
| +0.2% | +$55 | ﹤0.01% | 485 |
|
|
2018
Q1 | $31.5K | Buy |
+1,000
| New | +$31.5K | ﹤0.01% | 477 |
|