Bartlett & Co. Wealth Management LLC Smurfit Westrock LTD F Transaction History

Bartlett & Co. Wealth Management LLC

  • $7.16 Trillion
  • Q2 2025
Number of Shares
11
Previous 2 450.0%
Holding current value
$475,000
Previous $90,000 427.78%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 18, 2025
BUY
N/A
9 Added 450.0%
11 $475,000
Q1 2025

Apr 24, 2025
SELL
N/A
-98 Reduced 98.0%
2 $90,000
Q4 2024

Jan 17, 2025
SELL
N/A
-1,722 Reduced 94.51%
100 $5.39 Million
Q3 2024

Oct 17, 2024
BUY
N/A
1,822 New
1,822 $90 Million
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