Bradley & Co Private Wealth Management’s Barclays BCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$398K Hold
2025
Q2
$358K Hold
2025
Q1
$296K Hold
2024
Q4
$256K Buy
2024
Q2
$206K Hold
2024
Q1
$182K Hold
2023
Q4
$152K Hold
2023
Q3
$150K Hold
2023
Q2
$151K Sell
2023
Q1
$210K Hold
2022
Q4
$228K Hold
2022
Q3
$187K Hold
2022
Q2
$222K Buy
2022
Q1
$221K Hold
2021
Q4
$290K Hold
2021
Q3
$289K Hold
2021
Q2
$270K Hold
2021
Q1
$286K Buy