Wealth Architects’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451K | Sell |
24,259
-301
| -1% | -$5.6K | 0.05% | 143 |
|
|
2025
Q1 | $377K | Buy |
24,560
+53
| +0.2% | +$814 | 0.04% | 155 |
|
|
2024
Q4 | $326K | Sell |
24,507
-1,066
| -4% | -$14.2K | 0.04% | 158 |
|
|
2024
Q3 | $311K | Hold |
25,573
| – | – | 0.04% | 163 |
|
|
2024
Q2 | $274K | Hold |
25,573
| – | – | 0.03% | 173 |
|
|
2024
Q1 | $242K | Sell |
25,573
-402
| -2% | -$3.8K | 0.03% | 179 |
|
|
2023
Q4 | $205K | Buy |
25,975
+1,406
| +6% | +$11.1K | 0.03% | 192 |
|
|
2023
Q3 | $191K | Hold |
24,569
| – | – | 0.03% | 180 |
|
|
2023
Q2 | $193K | Sell |
24,569
-3,100
| -11% | -$24.4K | 0.03% | 186 |
|
|
2023
Q1 | $199K | Buy |
27,669
+3,100
| +13% | +$22.3K | 0.04% | 178 |
|
|
2022
Q4 | $192K | Sell |
24,569
-752
| -3% | -$5.87K | 0.04% | 168 |
|
|
2022
Q3 | $162K | Sell |
25,321
-100
| -0.4% | -$640 | 0.03% | 162 |
|
|
2022
Q2 | $193K | Buy |
25,421
+53
| +0.2% | +$402 | 0.04% | 173 |
|
|
2022
Q1 | $200K | Sell |
25,368
-456
| -2% | -$3.6K | 0.03% | 194 |
|
|
2021
Q4 | $267K | Sell |
25,824
-972
| -4% | -$10.1K | 0.05% | 158 |
|
|
2021
Q3 | $277K | Hold |
26,796
| – | – | 0.05% | 144 |
|
|
2021
Q2 | $259K | Sell |
26,796
-170
| -0.6% | -$1.64K | 0.05% | 150 |
|
|
2021
Q1 | $276K | Sell |
26,966
-309
| -1% | -$3.16K | 0.06% | 124 |
|
|
2020
Q4 | $218K | Hold |
27,275
| – | – | 0.05% | 145 |
|
|
2020
Q3 | $137K | Hold |
27,275
| – | – | 0.04% | 140 |
|
|
2020
Q2 | $154K | Buy |
+27,275
| New | +$154K | 0.04% | 133 |
|