Bartlett & Co Wealth Management’s WW International WW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-800
| Closed | -$418 | – | 1343 |
|
2025
Q1 | $418 | Hold |
800
| – | – | ﹤0.01% | 1146 |
|
2024
Q4 | $1.02K | Hold |
800
| – | – | ﹤0.01% | 1072 |
|
2024
Q3 | $702 | Hold |
800
| – | – | ﹤0.01% | 1084 |
|
2024
Q2 | $936 | Hold |
800
| – | – | ﹤0.01% | 1090 |
|
2024
Q1 | $1.48K | Hold |
800
| – | – | ﹤0.01% | 1053 |
|
2023
Q4 | $7.23K | Hold |
800
| – | – | ﹤0.01% | 1045 |
|
2023
Q3 | $8.86K | Hold |
800
| – | – | ﹤0.01% | 940 |
|
2023
Q2 | $5.38K | Hold |
800
| – | – | ﹤0.01% | 978 |
|
2023
Q1 | $3.3K | Hold |
800
| – | – | ﹤0.01% | 946 |
|
2022
Q4 | $3.09K | Hold |
800
| – | – | ﹤0.01% | 980 |
|
2022
Q3 | $3.14K | Hold |
800
| – | – | ﹤0.01% | 992 |
|
2022
Q2 | $5.11K | Hold |
800
| – | – | ﹤0.01% | 1010 |
|
2022
Q1 | $8.18K | Buy |
+800
| New | +$8.18K | ﹤0.01% | 856 |
|