Appleton Partners’s Fortive FTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Sell |
4,584
-31
| -0.7% | -$1.62K | 0.02% | 233 |
|
|
2025
Q1 | $338K | Sell |
4,615
-128
| -3% | -$9.38K | 0.03% | 209 |
|
|
2024
Q4 | $356K | Sell |
4,743
-22
| -0.5% | -$1.65K | 0.03% | 207 |
|
|
2024
Q3 | $376K | Hold |
4,765
| – | – | 0.03% | 200 |
|
|
2024
Q2 | $353K | Sell |
4,765
-75
| -2% | -$5.56K | 0.03% | 200 |
|
|
2024
Q1 | $416K | Sell |
4,840
-170
| -3% | -$14.6K | 0.03% | 205 |
|
|
2023
Q4 | $369K | Hold |
5,010
| – | – | 0.03% | 217 |
|
|
2023
Q3 | $372K | Hold |
5,010
| – | – | 0.03% | 220 |
|
|
2023
Q2 | $375K | Hold |
5,010
| – | – | 0.03% | 222 |
|
|
2023
Q1 | $342K | Sell |
5,010
-125
| -2% | -$8.53K | 0.03% | 239 |
|
|
2022
Q4 | $330K | Hold |
5,135
| – | – | 0.03% | 244 |
|
|
2022
Q3 | $299K | Hold |
5,135
| – | – | 0.03% | 244 |
|
|
2022
Q2 | $279K | Hold |
5,135
| – | – | 0.03% | 253 |
|
|
2022
Q1 | $313K | Hold |
5,135
| – | – | 0.03% | 251 |
|
|
2021
Q4 | $392K | Buy |
5,135
+100
| +2% | +$7.63K | 0.03% | 235 |
|
|
2021
Q3 | $355K | Hold |
5,035
| – | – | 0.03% | 233 |
|
|
2021
Q2 | $351K | Hold |
5,035
| – | – | 0.03% | 232 |
|
|
2021
Q1 | $356K | Hold |
5,035
| – | – | 0.03% | 225 |
|
|
2020
Q4 | $357K | Sell |
5,035
-982
| -16% | -$69.6K | 0.04% | 218 |
|
|
2020
Q3 | $384K | Hold |
6,017
| – | – | 0.04% | 197 |
|
|
2020
Q2 | $341K | Hold |
6,017
| – | – | 0.04% | 203 |
|
|
2020
Q1 | $278K | Buy |
+6,017
| New | +$278K | 0.04% | 222 |
|
|
2017
Q3 | – | Sell |
-4,758
| Closed | -$252K | – | 243 |
|
|
2017
Q2 | $252K | Buy |
+4,758
| New | +$252K | 0.04% | 214 |
|
|
2017
Q1 | – | Sell |
-4,805
| Closed | -$216K | – | 232 |
|
|
2016
Q4 | $216K | Sell |
4,805
-522
| -10% | -$23.5K | 0.04% | 195 |
|
|
2016
Q3 | $227K | Buy |
+5,327
| New | +$227K | 0.04% | 195 |
|