BIM
Barton Investment Management’s BlackLine BL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.85M | Sell |
174,012
-48,977
| -22% | -$2.77M | 1.02% | 13 |
|
|
2025
Q1 | $10.8M | Sell |
222,989
-50,093
| -18% | -$2.43M | 1.33% | 12 |
|
|
2024
Q4 | $16.6M | Sell |
273,082
-129,754
| -32% | -$7.88M | 1.76% | 11 |
|
|
2024
Q3 | $22.2M | Sell |
402,836
-99,896
| -20% | -$5.51M | 2.78% | 8 |
|
|
2024
Q2 | $24.4M | Sell |
502,732
-70,585
| -12% | -$3.42M | 3.24% | 9 |
|
|
2024
Q1 | $37M | Sell |
573,317
-12,854
| -2% | -$830K | 4.49% | 5 |
|
|
2023
Q4 | $36.6M | Buy |
586,171
+147
| +0% | +$9.18K | 4.8% | 4 |
|
|
2023
Q3 | $32.5M | Sell |
586,024
-20,356
| -3% | -$1.13M | 5.25% | 4 |
|
|
2023
Q2 | $32.6M | Buy |
606,380
+4,184
| +0.7% | +$225K | 4.9% | 4 |
|
|
2023
Q1 | $40.4M | Sell |
602,196
-8,383
| -1% | -$563K | 7.11% | 4 |
|
|
2022
Q4 | $41.1M | Buy |
610,579
+2,607
| +0.4% | +$175K | 8.07% | 4 |
|
|
2022
Q3 | $36.4M | Sell |
607,972
-7,705
| -1% | -$462K | 7.41% | 4 |
|
|
2022
Q2 | $41M | Buy |
615,677
+300
| +0% | +$20K | 8.29% | 4 |
|
|
2022
Q1 | $45.1M | Buy |
615,377
+3,396
| +0.6% | +$249K | 5.71% | 4 |
|
|
2021
Q4 | $63.4M | Buy |
611,981
+4,840
| +0.8% | +$501K | 5.5% | 5 |
|
|
2021
Q3 | $71.7M | Sell |
607,141
-308
| -0.1% | -$36.4K | 6% | 5 |
|
|
2021
Q2 | $67.6M | Buy |
607,449
+1,568
| +0.3% | +$174K | 5.55% | 5 |
|
|
2021
Q1 | $65.7M | Buy |
605,881
+143
| +0% | +$15.5K | 6.12% | 5 |
|
|
2020
Q4 | $80.8M | Sell |
605,738
-1,144
| -0.2% | -$153K | 6.94% | 5 |
|
|
2020
Q3 | $54.4M | Buy |
606,882
+3,948
| +0.7% | +$354K | 5.23% | 6 |
|
|
2020
Q2 | $50M | Buy |
602,934
+10,167
| +2% | +$843K | 5.08% | 6 |
|
|
2020
Q1 | $31.2M | Sell |
592,767
-1,323
| -0.2% | -$69.6K | 4.83% | 6 |
|
|
2019
Q4 | $30.6M | Sell |
594,090
-1,660
| -0.3% | -$85.6K | 4.76% | 6 |
|
|
2019
Q3 | $28.5M | Buy |
595,750
+20,390
| +4% | +$975K | 4.77% | 7 |
|
|
2019
Q2 | $30.8M | Sell |
575,360
-2,695
| -0.5% | -$144K | 4.6% | 7 |
|
|
2019
Q1 | $26.8M | Buy |
578,055
+6,550
| +1% | +$303K | 4.47% | 8 |
|
|
2018
Q4 | $23.4M | Buy |
571,505
+64,665
| +13% | +$2.65M | 4.67% | 7 |
|
|
2018
Q3 | $28.6M | Buy |
506,840
+56,200
| +12% | +$3.17M | 4.43% | 7 |
|
|
2018
Q2 | $19.6M | Buy |
450,640
+92,960
| +26% | +$4.04M | 3.17% | 9 |
|
|
2018
Q1 | $14M | Buy |
357,680
+212,360
| +146% | +$8.33M | 2.59% | 11 |
|
|
2017
Q4 | $4.77M | Buy |
+145,320
| New | +$4.77M | 1.05% | 13 |
|