Bartlett & Co Wealth Management’s First Citizens BancShares FCNCA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$783K	Sell	400 -5	-1%	-$9.78K	0.01%	283
2025 Q1	$751K	Hold	405	–	–	0.01%	283
2024 Q4	$856K	Hold	405	–	–	0.01%	270
2024 Q3	$746K	Hold	405	–	–	0.01%	290
2024 Q2	$682K	Hold	405	–	–	0.01%	290
2024 Q1	$662K	Hold	405	–	–	0.01%	300
2023 Q4	$582K	Hold	405	–	–	0.01%	329
2023 Q3	$559K	Hold	405	–	–	0.01%	320
2023 Q2	$520K	Hold	405	–	–	0.01%	340
2023 Q1	$394K	Hold	405	–	–	0.01%	306
2022 Q4	$307K	Hold	405	–	–	0.01%	340
2022 Q3	$323K	Hold	405	–	–	0.01%	315
2022 Q2	$265K	Hold	405	–	–	0.01%	340
2022 Q1	$270K	Buy	405 +5	+1%	+$3.33K	﹤0.01%	354
2021 Q4	$332K	Hold	400	–	–	0.01%	341
2021 Q3	$337K	Hold	400	–	–	0.01%	295
2021 Q2	$333K	Hold	400	–	–	0.01%	290
2021 Q1	$334K	Hold	400	–	–	0.01%	288
2020 Q4	$230K	Hold	400	–	–	﹤0.01%	316
2020 Q3	$128K	Hold	400	–	–	﹤0.01%	353
2020 Q2	$162K	Hold	400	–	–	﹤0.01%	330
2020 Q1	$133K	Hold	400	–	–	﹤0.01%	333
2019 Q4	$213K	Hold	400	–	–	0.01%	326
2019 Q3	$189K	Hold	400	–	–	0.01%	335
2019 Q2	$180K	Hold	400	–	–	0.01%	265
2019 Q1	$163K	Hold	400	–	–	0.01%	266
2018 Q4	$151K	Hold	400	–	–	0.01%	273
2018 Q3	$181K	Hold	400	–	–	0.01%	264
2018 Q2	$161K	Hold	400	–	–	0.01%	271
2018 Q1	$165K	Buy	+400	New	+$165K	0.01%	268