Number of Shares
4,900
Previous 5,982 18.09%
Holding current value
$249,000
Previous $277,000 10.11%
% of portfolio
0.05%
Previous 0.07%

Shares

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

Jul 15, 2025

SELL
N/A
-1,082 Reduced 18.09%
4,900 $249,000
Q1 2025

Apr 14, 2025

BUY
N/A
1,270 Added 26.95%
5,982 $277,000
Q4 2024

Jan 13, 2025

SELL
N/A
-1,702 Reduced 26.54%
4,712 $227,000
Q1 2024

Apr 10, 2024

BUY
N/A
6,414 New
6,414 $280,000
Track This Portfolio

Track Bcs Wealth Management Portfolio

Follow Bcs Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bcs Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Bcs Wealth Management with notifications on news.