Bartlett & Co Wealth Management’s Fortrea Holdings FTRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.1K	Sell	1,071 -181	-14%	-$2.33K	﹤0.01%	882
2025 Q4	$21.6K	Sell	1,252 -310	-20%	-$3.83K	﹤0.01%	810
2025 Q3	$13.2K	Buy	1,562 +243	+18%	+$1.86K	﹤0.01%	883
2025 Q2	$6.52K	Hold	1,319	–	–	﹤0.01%	964
2025 Q1	$9.96K	Hold	1,319	–	–	﹤0.01%	909
2024 Q4	$24.6K	Sell	1,319 -739	-36%	-$14.4K	﹤0.01%	778
2024 Q3	$41.2K	Buy	2,058 +45	+2%	+$1.06K	﹤0.01%	695
2024 Q2	$47K	Sell	2,013 -1,474	-42%	-$45.8K	﹤0.01%	670
2024 Q1	$140K	Sell	3,487 -5,933	-63%	-$206K	﹤0.01%	503
2023 Q4	$332K	Sell	9,420 -12,289	-57%	-$376K	0.01%	401
2023 Q3	$621K	Buy	+21,709	New	+$642K	0.01%	310