Bartlett & Co Wealth Management’s FMC FMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $180K | Hold |
4,247
| – | – | ﹤0.01% | 459 |
|
|
2025
Q1 | $182K | Hold |
4,247
| – | – | ﹤0.01% | 454 |
|
|
2024
Q4 | $209K | Sell |
4,247
-1,211
| -22% | -$59.6K | ﹤0.01% | 436 |
|
|
2024
Q3 | $363K | Hold |
5,458
| – | – | 0.01% | 370 |
|
|
2024
Q2 | $317K | Sell |
5,458
-29
| -0.5% | -$1.69K | ﹤0.01% | 386 |
|
|
2024
Q1 | $353K | Hold |
5,487
| – | – | 0.01% | 378 |
|
|
2023
Q4 | $351K | Hold |
5,487
| – | – | 0.01% | 394 |
|
|
2023
Q3 | $371K | Buy |
5,487
+29
| +0.5% | +$1.96K | 0.01% | 371 |
|
|
2023
Q2 | $573K | Hold |
5,458
| – | – | 0.01% | 325 |
|
|
2023
Q1 | $670K | Hold |
5,458
| – | – | 0.01% | 257 |
|
|
2022
Q4 | $684K | Hold |
5,458
| – | – | 0.01% | 253 |
|
|
2022
Q3 | $580K | Hold |
5,458
| – | – | 0.01% | 263 |
|
|
2022
Q2 | $587K | Sell |
5,458
-135
| -2% | -$14.5K | 0.01% | 265 |
|
|
2022
Q1 | $739K | Buy |
5,593
+3
| +0.1% | +$396 | 0.01% | 253 |
|
|
2021
Q4 | $617K | Hold |
5,590
| – | – | 0.01% | 279 |
|
|
2021
Q3 | $515K | Sell |
5,590
-420
| -7% | -$38.7K | 0.01% | 256 |
|
|
2021
Q2 | $653K | Hold |
6,010
| – | – | 0.01% | 235 |
|
|
2021
Q1 | $668K | Sell |
6,010
-515
| -8% | -$57.2K | 0.01% | 230 |
|
|
2020
Q4 | $753K | Hold |
6,525
| – | – | 0.02% | 221 |
|
|
2020
Q3 | $694K | Hold |
6,525
| – | – | 0.02% | 218 |
|
|
2020
Q2 | $653K | Hold |
6,525
| – | – | 0.02% | 220 |
|
|
2020
Q1 | $536K | Hold |
6,525
| – | – | 0.02% | 223 |
|
|
2019
Q4 | $654K | Sell |
6,525
-210
| -3% | -$21.1K | 0.02% | 234 |
|
|
2019
Q3 | $593K | Hold |
6,735
| – | – | 0.02% | 240 |
|
|
2019
Q2 | $561K | Hold |
6,735
| – | – | 0.02% | 197 |
|
|
2019
Q1 | $520K | Sell |
6,735
-1,030
| -13% | -$79.5K | 0.02% | 198 |
|
|
2018
Q4 | $501K | Hold |
7,765
| – | – | 0.02% | 200 |
|
|
2018
Q3 | $588K | Hold |
7,765
| – | – | 0.02% | 195 |
|
|
2018
Q2 | $602K | Hold |
7,765
| – | – | 0.02% | 191 |
|
|
2018
Q1 | $517K | Buy |
+7,765
| New | +$517K | 0.02% | 194 |
|