Wealth Architects’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451K | Sell |
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|
2025
Q1 | $377K | Buy |
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|
2024
Q4 | $326K | Sell |
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|
2024
Q3 | $311K | Hold |
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|
2024
Q2 | $274K | Hold |
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|
2024
Q1 | $242K | Sell |
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|
2023
Q4 | $205K | Buy |
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|
2023
Q3 | $191K | Hold |
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|
2023
Q2 | $193K | Sell |
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|
2023
Q1 | $199K | Buy |
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|
2022
Q4 | $192K | Sell |
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|
2022
Q3 | $162K | Sell |
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|
2022
Q2 | $193K | Buy |
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|
2022
Q1 | $200K | Sell |
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|
2021
Q4 | $267K | Sell |
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|
2021
Q3 | $277K | Hold |
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|
2021
Q2 | $259K | Sell |
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|
2021
Q1 | $276K | Sell |
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|
2020
Q4 | $218K | Hold |
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|
2020
Q3 | $137K | Hold |
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|
2020
Q2 | $154K | Buy |
|