Bartlett & Co Wealth Management’s First Citizens BancShares FCNCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $716K | Hold |
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|
2025
Q2 | $783K | Sell |
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|
2025
Q1 | $751K | Hold |
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|
2024
Q4 | $856K | Hold |
|
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|
2024
Q3 | $746K | Hold |
|
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|
2024
Q2 | $682K | Hold |
|
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|
2024
Q1 | $662K | Hold |
|
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|
2023
Q4 | $582K | Hold |
|
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|
2023
Q3 | $559K | Hold |
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|
2023
Q2 | $520K | Hold |
|
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|
2023
Q1 | $394K | Hold |
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|
2022
Q4 | $307K | Hold |
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|
2022
Q3 | $323K | Hold |
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|
2022
Q2 | $265K | Hold |
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|
2022
Q1 | $270K | Buy |
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|
2021
Q4 | $332K | Hold |
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|
2021
Q3 | $337K | Hold |
|
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|
2021
Q2 | $333K | Hold |
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|
2021
Q1 | $334K | Hold |
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|
2020
Q4 | $230K | Hold |
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|
2020
Q3 | $128K | Hold |
|
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|
2020
Q2 | $162K | Hold |
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|
2020
Q1 | $133K | Hold |
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|
2019
Q4 | $213K | Hold |
|
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|
2019
Q3 | $189K | Hold |
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|
2019
Q2 | $180K | Hold |
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|
2019
Q1 | $163K | Hold |
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|
2018
Q4 | $151K | Hold |
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|
2018
Q3 | $181K | Hold |
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|
2018
Q2 | $161K | Hold |
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|
2018
Q1 | $165K | Buy |
|