Bartlett & Co. Wealth Management LLC Sells in Q4 2024

Bartlett & Co. Wealth Management LLC

  • $6.89 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CME
Cme Group Inc.

Financial Services
-30
- 0.71%
$221.17 - $246.02 $6.64K - $7.38K
4.22K $1B
KR
Kroger CO

Consumer Defensive
-1.34K
- 3.01%
$55.21 - $63.3 $74.1K - $85K
43.3K $2.65B
Destiny Tech 100 Inc
-600
- 20.0%
N/A
2.4K $141M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-119
- 0.31%
$43.37 - $51.46 $5.16K - $6.12K
38K $1.83B
CAH
Cardinal Health Inc

Healthcare
-330
- 1.66%
$107.89 - $125.33 $35.6K - $41.4K
19.5K $2.31B
HON
Honeywell International Inc

Industrials
-1.13K
- 5.56%
$202.84 - $236.0 $228K - $266K
19.1K $4.32B
VUG
Vanguard Growth ETF

ETFs
-82
- 1.27%
$378.79 - $428.11 $31.1K - $35.1K
6.39K $2.62B
IYW
Ishares Dj Us Tech ETF

ETFs
-284
- 1.12%
$148.14 - $166.23 $42.1K - $47.2K
25K $4B
BA
Boeing CO

Industrials
-404
- 4.38%
$138.14 - $180.72 $55.8K - $73K
8.81K $1.56B
NTRS
Northern Trust Corp

Financial Services
-450
- 2.72%
$88.4 - $111.16 $39.8K - $50K
16.1K $1.66B
SCHW
Schwab Charles Corp

Financial Services
-793
- 3.19%
$63.31 - $82.85 $50.2K - $65.7K
24.1K $1.78B
MAR
Marriott International Inc

Consumer Cyclical
-48
- 0.77%
$246.06 - $292.59 $11.8K - $14K
6.16K $1.72B
TRV
Travelers Companies, Inc.

Financial Services
-341
- 0.82%
$225.97 - $266.66 $77.1K - $90.9K
41.2K $9.93B
KMI
Kinder Morgan, Inc.

Energy
-1.5K
- 3.26%
$22.59 - $28.54 $33.9K - $42.8K
44.5K $1.22B
ROK
Rockwell Automation, Inc

Industrials
-1.29K
- 3.85%
$264.65 - $302.92 $342K - $392K
32.3K $9.24B
WFC
Wells Fargo & Company

Financial Services
-826
- 3.61%
$54.98 - $77.35 $45.4K - $63.9K
22K $1.55B
XLK
Technology Sector Spdr

ETFs
-352
- 0.7%
$220.26 - $241.44 $77.5K - $85K
49.7K $11.6B
VGT
Vanguard Information Technolog

ETFs
-37
- 0.45%
$571.78 - $647.97 $21.2K - $24K
8.16K $5.07B
VBK
Vanguard Small Cap Growth ETF

ETFs
-376
- 0.97%
$264.18 - $304.19 $99.3K - $114K
38.3K $10.7B
CSCO
Cisco Systems, Inc.

Technology
-1.55K
- 1.92%
$52.45 - $60.02 $81.4K - $93.2K
79.2K $4.69B
VTI
Vanguard Total Stock Market Et

ETFs
-1.56K
- 1.04%
$280.04 - $302.45 $436K - $471K
148K $42.8B
AMP
Ameriprise Financial Inc

Financial Services
-25
- 0.35%
$473.15 - $574.01 $11.8K - $14.4K
7.17K $3.82B
MS
Morgan Stanley

Financial Services
-905
- 3.45%
$104.42 - $134.99 $94.5K - $122K
25.3K $3.19B
BKNG
Booking Holdings Inc.

Consumer Cyclical
-11
- 1.64%
$4100.99 - $5300.34 $45.1K - $58.3K
661 $3.28B
WMB
Williams Companies, Inc.

Energy
-4.79K
- 5.53%
$46.37 - $59.74 $222K - $286K
81.8K $4.43B
BMY
Bristol Myers Squibb CO

Healthcare
-5.86K
- 3.4%
$51.92 - $59.94 $304K - $351K
167K $9.43B
IWP
Ishares Russell Mid Cap Growth

ETFs
-5.13K
- 4.2%
$116.4 - $138.52 $597K - $710K
117K $14.8B
MCK
Mckesson Corp

Healthcare
-274
- 2.32%
$482.27 - $628.5 $132K - $172K
11.5K $6.57B
CINF
Cincinnati Financial Corp

Financial Services
-337
- 0.29%
$132.86 - $160.16 $44.8K - $54K
115K $16.6B
XLY
Select Sector Spdr Consumer Di

ETFs
-10
- 0.03%
$194.8 - $239.43 $1.95K - $2.39K
35.9K $8.04B
V
Visa Inc.

Financial Services
-425
- 1.65%
$273.87 - $320.91 $116K - $136K
25.3K $8B
Labcorp Holdings Inc
-736
- 0.35%
N/A
211K $48.4B
DE
Deere & CO

Industrials
-214
- 0.1%
$389.45 - $466.0 $83.3K - $99.7K
204K $86.7B
EMR
Emerson Electric CO

Industrials
-420
- 0.43%
$108.13 - $134.33 $45.4K - $56.4K
97.9K $12.1B
TJX
Tjx Companies Inc

Consumer Cyclical
-11.6K
- 1.05%
$112.15 - $127.2 $1.3M - $1.47M
1.09M $132B
AVGO
Broadcom Inc.

Technology
-38
- 0.08%
$159.67 - $250.0 $6.07K - $9.5K
47.3K $11B
COST
Costco Wholesale Corp

Consumer Defensive
-1.11K
- 0.72%
$873.59 - $994.69 $971K - $1.11M
153K $140B
WMT
Walmart Inc.

Consumer Defensive
-1.4K
- 0.34%
$79.1 - $95.7 $110K - $134K
412K $37.3B
TSLA
Tesla, Inc.

Consumer Cyclical
-629
- 1.78%
$213.65 - $479.86 $134K - $302K
34.7K $14B
GOOGL
Alphabet Inc.

Communication Services
-41
- 0.01%
$161.86 - $196.66 $6.64K - $8.06K
451K $85.4B
JPM
Jpmorgan Chase & CO

Financial Services
-8.03K
- 1.04%
$205.18 - $250.29 $1.65M - $2.01M
761K $183B
AAPL
Apple Inc.

Technology
-18.2K
- 1.02%
$221.69 - $259.02 $4.04M - $4.72M
1.76M $441B
Activity Summary
Buys All Purchases 196 New Holdings 44 Increased Positions 152 Sells All Sells 293 Reductions 293 Sold out 0 Options Calls 0 Puts 0
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