GeoWealth Management’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
95,220
+30,872
| +48% | +$574K | 0.07% | 167 |
|
|
2025
Q1 | $988K | Sell |
64,348
-14,033
| -18% | -$216K | 0.04% | 267 |
|
|
2024
Q4 | $1.04M | Sell |
78,381
-1,159
| -1% | -$15.4K | 0.03% | 285 |
|
|
2024
Q3 | $966K | Sell |
79,540
-1,508
| -2% | -$18.3K | 0.03% | 313 |
|
|
2024
Q2 | $868K | Buy |
81,048
+11,060
| +16% | +$118K | 0.04% | 302 |
|
|
2024
Q1 | $661K | Buy |
69,988
+12,780
| +22% | +$121K | 0.03% | 381 |
|
|
2023
Q4 | $451K | Buy |
+57,208
| New | +$451K | 0.04% | 348 |
|