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
2025
Q3
$9.69K Hold
2025
Q2
$7.09K Hold
2025
Q1
$6.43K Hold
2024
Q4
$5.63K Hold
2024
Q3
$9.6K Hold
2024
Q2
$6.85K Hold
2024
Q1
$7.28K Hold
2023
Q4
$7.5K Hold
2023
Q3
$4.09K Sell
2023
Q2
$8.06K Buy
2023
Q1
$4.53K Hold
2022
Q4
$3.5K Hold
2022
Q3
$3.16K Hold
2022
Q2
$3.68K Hold
2022
Q1
$5.56K Buy
2021
Q4
Sell
2021
Q3
$8.02K Hold
2021
Q2
$9.68K Hold
2021
Q1
$11.5K Hold
2020
Q4
$10.1K Hold
2020
Q3
$9.96K Buy