Meristem Family Wealth’s Sotheby's BID Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-16,906
Closed -$963K 211
2019
Q3
$963K Sell
16,906
-865
-5% -$49.3K 0.26% 56
2019
Q2
$1.03M Hold
17,771
0.32% 51
2019
Q1
$671K Hold
17,771
0.23% 60
2018
Q4
$706K Hold
17,771
0.26% 52
2018
Q3
$874K Hold
17,771
0.3% 38
2018
Q2
$966K Sell
17,771
-900
-5% -$48.9K 0.34% 40
2018
Q1
$958K Hold
18,671
0.34% 43
2017
Q4
$963K Hold
18,671
0.35% 43
2017
Q3
$861K Hold
18,671
0.35% 47
2017
Q2
$1M Hold
18,671
0.41% 35
2017
Q1
$849K Hold
18,671
0.34% 45
2016
Q4
$744K Hold
18,671
0.3% 49
2016
Q3
$710K Hold
18,671
0.3% 49
2016
Q2
$512K Hold
18,671
0.23% 57
2016
Q1
$499K Hold
18,671
0.22% 58
2015
Q4
$481K Hold
18,671
0.19% 63
2015
Q3
$597K Hold
18,671
0.31% 38
2015
Q2
$845K Hold
18,671
0.37% 39
2015
Q1
$789K Hold
18,671
0.33% 46
2014
Q4
$806K Hold
18,671
0.29% 46
2014
Q3
$667K Hold
18,671
0.29% 51
2014
Q2
$784K Hold
18,671
0.33% 45
2014
Q1
$813K Hold
18,671
0.36% 45
2013
Q4
$993K Hold
18,671
0.41% 41
2013
Q3
$917K Hold
18,671
0.42% 39
2013
Q2
$708K Buy
+18,671
New +$708K 0.33% 47