Bartlett & Co. Wealth Management LLC Healthcare Realty Trust Class A Transaction History

Bartlett & Co. Wealth Management LLC

  • $7.16 Trillion
  • Q2 2025
Number of Shares
5,422
Previous 6,922 21.67%
Holding current value
$86 Million
Previous $117 Million 26.49%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 18, 2025
SELL
N/A
-1,500 Reduced 21.67%
5,422 $86 Million
Q2 2024

Jul 12, 2024
SELL
N/A
-4,000 Reduced 36.62%
6,922 $114 Million
Q4 2023

Feb 14, 2024
SELL
N/A
-1,200 Reduced 9.9%
10,922 $190 Million
Q3 2023

Feb 14, 2024
BUY
N/A
2 Added 0.02%
12,122 $185 Million
Q2 2023

Feb 14, 2024
BUY
N/A
12,120 New
12,120 $229 Million
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