Bartlett & Co’s Visa V Stock Holding History

Bartlett & Co’s Portfolio V Stock Details V Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$6.49M	Buy
2023 Q3	$5.66M	Buy
2023 Q2	$5.36M	Buy
2023 Q1	$3.17M	Sell
2022 Q4	$2.96M	Sell
2022 Q3	$2.59M	Sell
2022 Q2	$2.95M	Buy
2022 Q1	$3.3M	Sell
2021 Q4	$3.4M	Buy
2021 Q3	$3.32M	Buy
2021 Q2	$3.42M	Buy
2021 Q1	$3.05M	Buy
2020 Q4	$3.13M	Sell
2020 Q3	$2.9M	Buy
2020 Q2	$2.77M	Buy
2020 Q1	$2.22M	Buy
2019 Q3	$2.43M	Buy
2019 Q2	$727K	Hold
2019 Q1	$655K	Buy
2018 Q4	$535K	Hold
2018 Q3	$609K	Buy
2018 Q2	$428K	Sell
2018 Q1	$411K	Buy
2017 Q4	$368K	Sell
2017 Q3	$345K	Hold
2017 Q2	$307K	Hold
2017 Q1	$291K	Hold
2016 Q4	$256K	Hold
2016 Q3	$271K	Buy
2016 Q2	$224K	Buy
2016 Q1	$225K	Hold
2015 Q4	$228K	Buy
2015 Q3	$129K	Sell
2015 Q2	$197K	Hold
2015 Q1	$192K	Sell
2014 Q4	$206K	Sell
2014 Q3	$671K	Buy
2014 Q2	$157K	Hold
2014 Q1	$161K	Buy
2013 Q4	$144K	Sell
2013 Q3	$130K	Buy
2013 Q2	$123K	Buy