Morningstar Investment Services’s Fortrea Holdings FTRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,347
| Closed | -$230K | – | 141 |
|
|
2024
Q4 | $230K | Sell |
12,347
-158,527
| -93% | -$2.95M | 0.02% | 139 |
|
|
2024
Q3 | $3.39M | Buy |
170,874
+1,673
| +1% | +$33.2K | 0.03% | 156 |
|
|
2024
Q2 | $3.87M | Sell |
169,201
-1,210
| -0.7% | -$27.7K | 0.04% | 143 |
|
|
2024
Q1 | $6.83M | Sell |
170,411
-169,234
| -50% | -$6.78M | 0.08% | 132 |
|
|
2023
Q4 | $12M | Buy |
339,645
+295,722
| +673% | +$10.4M | 0.07% | 135 |
|
|
2023
Q3 | $1.26M | Buy |
+43,923
| New | +$1.26M | 0.02% | 167 |
|