Bartlett & Co Wealth Management’s Factset FDS Stock Holding History

Bartlett & Co Wealth Management’s Portfolio FDS Stock Details FDS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$4.93K	Buy
2022 Q3	–	Sell
2022 Q2	$7.69K	Buy
2021 Q3	–	Sell
2021 Q2	$1.01K	Hold
2021 Q1	$926	Hold
2020 Q4	$998	Buy