Needham Investment 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 | $187K | Hold |
37,763
| – | – | 0.01% | 150 |
|
2025
Q1 | $285K | Hold |
37,763
| – | – | 0.03% | 148 |
|
2024
Q4 | $704K | Sell |
37,763
-13,800
| -27% | -$257K | 0.05% | 136 |
|
2024
Q3 | $1.03M | Sell |
51,563
-53,700
| -51% | -$1.07M | 0.08% | 124 |
|
2024
Q2 | $2.46M | Hold |
105,263
| – | – | 0.2% | 101 |
|
2024
Q1 | $4.23M | Buy |
105,263
+11,750
| +13% | +$472K | 0.39% | 72 |
|
2023
Q4 | $3.26M | Buy |
93,513
+13,250
| +17% | +$462K | 0.41% | 68 |
|
2023
Q3 | $2.29M | Buy |
+80,263
| New | +$2.29M | 0.39% | 64 |
|