Bartlett & Co. Wealth Management LLC Labcorp Holdings Inc Transaction History

Bartlett & Co. Wealth Management LLC

  • $7.16 Trillion
  • Q2 2025
Number of Shares
210,805
Previous 209,020 0.85%
Holding current value
$55.3 Billion
Previous $48.6 Billion 13.76%
% of portfolio
0.77%
Previous 0.72%

Shares

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

Jul 18, 2025
BUY
N/A
1,785 Added 0.85%
210,805 $55.3 Billion
Q1 2025

Apr 24, 2025
SELL
N/A
-2,164 Reduced 1.02%
209,020 $48.6 Billion
Q4 2024

Jan 17, 2025
SELL
N/A
-736 Reduced 0.35%
211,184 $48.4 Billion
Q3 2024

Oct 17, 2024
BUY
N/A
2,723 Added 1.3%
211,920 $47.4 Billion
Q2 2024

Jul 12, 2024
BUY
N/A
209,197 New
209,197 $42.6 Billion
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