Bartlett & Co. Wealth Management LLC Jacobs Solutions Inc Transaction History

Bartlett & Co. Wealth Management LLC

  • $7.16 Trillion
  • Q2 2025
Number of Shares
318
Previous 316 0.63%
Holding current value
$41.8 Million
Previous $38.2 Million 9.42%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
N/A
2 Added 0.63%
318 $41.8 Million
Q1 2025

Apr 24, 2025
SELL
N/A
-366 Reduced 53.67%
316 $38.2 Million
Q3 2024

Oct 17, 2024
BUY
N/A
16 Added 2.4%
682 $89.3 Million
Q1 2024

May 09, 2024
BUY
N/A
16 Added 2.46%
666 $102 Million
Q4 2023

Feb 14, 2024
SELL
N/A
-50 Reduced 7.14%
650 $84.5 Million
Q3 2023

Feb 14, 2024
SELL
N/A
-100 Reduced 12.5%
700 $95.6 Million
Q3 2022

Feb 14, 2024
BUY
N/A
800 New
800 $87 Million
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