Bartlett & Co. Wealth Management LLC Fortrea HLDGS Inc Transaction History

Bartlett & Co. Wealth Management LLC

  • $7.16 Trillion
  • Q2 2025
Number of Shares
1,319
Previous 1,319 -0.0%
Holding current value
$6.52 Million
Previous $9.96 Million 34.57%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
N/A
-739 Reduced 35.91%
1,319 $24.6 Million
Q3 2024

Oct 17, 2024
BUY
N/A
45 Added 2.24%
2,058 $41.2 Million
Q2 2024

Jul 12, 2024
SELL
N/A
-1,474 Reduced 42.27%
2,013 $47 Million
Q1 2024

May 09, 2024
SELL
N/A
-5,933 Reduced 62.98%
3,487 $140 Million
Q4 2023

Feb 14, 2024
SELL
N/A
-12,289 Reduced 56.61%
9,420 $332 Million
Q3 2023

Feb 14, 2024
BUY
N/A
21,709 New
21,709 $621 Million
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