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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
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% -$13.8K ﹤0.01% 778
2024
Q3
$41.2K Buy
2,058
+45
+2% +$900 ﹤0.01% 695
2024
Q2
$47K Sell
2,013
-1,474
-42% -$34.4K ﹤0.01% 670
2024
Q1
$140K Sell
3,487
-5,933
-63% -$238K ﹤0.01% 503
2023
Q4
$332K Sell
9,420
-12,289
-57% -$433K 0.01% 401
2023
Q3
$621K Buy
+21,709
New +$621K 0.01% 310