Atria Wealth Solutions’s Fortive FTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,787
Closed -$209K 1927
2024
Q4
$209K Sell
2,787
-1,423
-34% -$107K ﹤0.01% 1777
2024
Q3
$332K Buy
4,210
+1
+0% +$79 ﹤0.01% 1442
2024
Q2
$312K Sell
4,209
-395
-9% -$29.3K ﹤0.01% 1468
2024
Q1
$396K Buy
4,604
+263
+6% +$22.6K ﹤0.01% 1365
2023
Q4
$320K Buy
4,341
+1
+0% +$74 ﹤0.01% 1444
2023
Q3
$322K Buy
4,340
+581
+15% +$43.1K ﹤0.01% 1363
2023
Q2
$281K Sell
3,759
-1,216
-24% -$90.9K ﹤0.01% 1483
2023
Q1
$339K Buy
4,975
+717
+17% +$48.9K 0.01% 1338
2022
Q4
$274K Sell
4,258
-47
-1% -$3.02K ﹤0.01% 1408
2022
Q3
$251K Sell
4,305
-26,019
-86% -$1.52M ﹤0.01% 1401
2022
Q2
$1.65M Buy
30,324
+15,972
+111% +$869K 0.03% 486
2022
Q1
$874K Buy
+14,352
New +$874K 0.01% 789