Bartlett & Co’s Focus Financial Partners Inc. Class A FOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $138K | Sell |
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|
2023
Q1 | $1.09M | Hold |
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|
2022
Q4 | $783K | Sell |
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|
2022
Q3 | $952K | Hold |
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|
2022
Q2 | $1.03M | Sell |
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|
2022
Q1 | $2.62M | Hold |
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|
2021
Q4 | $3.42M | Buy |
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|
2021
Q3 | $2.92M | Buy |
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|
2021
Q2 | $2.65M | Hold |
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|
2021
Q1 | $2.27M | Buy |
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