Bartlett & Co. LLC
- SEC CIK
- 0001550075
- Latest filing
- Jan 8, 2024
XYZ holding history
Block, Inc. in every 13F filed by Bartlett & Co. LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
XYZ overviewAll 13F holders of XYZFull Q4 2023 holdings
- Shares (Q4 2023)
- 1,937
- Value
- $154.0K
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 1,937 | $154.0K | <0.1% | −1,090−36.0% | Reduced | Holders |
| Q3 2023 | 3,027 | $134.0K | <0.1% | −500−14.2% | Reduced | Holders |
| Q2 2023 | 3,527 | $235.0K | <0.1% | +3,527 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −27−100.0% | Sold out | Holders |
| Q2 2022 | 27 | $2.00K | <0.1% | −73−73.0% | Reduced | Holders |
| Q1 2022 | 100 | $14.0K | <0.1% | +100 | New | Holders |
| Q3 2021 | 0 | $0 | 0.0% | −9−100.0% | Sold out | Holders |
| Q2 2021 | 9 | $2.00K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2021 | 9 | $2.00K | <0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.