Bartlett & Co Wealth Management’s Rocket Companies RKT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$49.4K	Hold	3,525	–	–	﹤0.01%	689
2025 Q4	$68.2K	Buy	3,525 +3,025	+605%	+$54.1K	﹤0.01%	614
2025 Q3	$9.69K	Hold	500	–	–	﹤0.01%	924
2025 Q2	$7.09K	Hold	500	–	–	﹤0.01%	956
2025 Q1	$6.43K	Hold	500	–	–	﹤0.01%	958
2024 Q4	$5.63K	Hold	500	–	–	﹤0.01%	959
2024 Q3	$9.6K	Hold	500	–	–	﹤0.01%	917
2024 Q2	$6.85K	Hold	500	–	–	﹤0.01%	957
2024 Q1	$7.28K	Hold	500	–	–	﹤0.01%	944
2023 Q4	$7.5K	Hold	500	–	–	﹤0.01%	1040
2023 Q3	$4.09K	Sell	500 -400	-44%	-$4.04K	﹤0.01%	1015
2023 Q2	$8.06K	Buy	900 +400	+80%	+$3.48K	﹤0.01%	945
2023 Q1	$4.53K	Hold	500	–	–	﹤0.01%	907
2022 Q4	$3.5K	Hold	500	–	–	﹤0.01%	961
2022 Q3	$3.16K	Hold	500	–	–	﹤0.01%	991
2022 Q2	$3.68K	Hold	500	–	–	﹤0.01%	1085
2022 Q1	$5.56K	Buy	+500	New	+$6.18K	﹤0.01%	900
2021 Q4	–	Sell	-500	Closed	-$8.02K	–	774
2021 Q3	$8.02K	Hold	500	–	–	﹤0.01%	723
2021 Q2	$9.68K	Hold	500	–	–	﹤0.01%	694
2021 Q1	$11.5K	Hold	500	–	–	﹤0.01%	714
2020 Q4	$10.1K	Hold	500	–	–	﹤0.01%	729
2020 Q3	$9.96K	Buy	+500	New	+$11.7K	﹤0.01%	681