Bartlett & Co Wealth Management’s Fortive FTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
4,595
+11
| +0.2% | +$573 | ﹤0.01% | 421 |
|
|
2025
Q1 | $335K | Hold |
4,584
| – | – | ﹤0.01% | 382 |
|
|
2024
Q4 | $344K | Hold |
4,584
| – | – | 0.01% | 377 |
|
|
2024
Q3 | $362K | Hold |
4,584
| – | – | 0.01% | 371 |
|
|
2024
Q2 | $340K | Hold |
4,584
| – | – | 0.01% | 376 |
|
|
2024
Q1 | $394K | Hold |
4,584
| – | – | 0.01% | 356 |
|
|
2023
Q4 | $338K | Hold |
4,584
| – | – | 0.01% | 399 |
|
|
2023
Q3 | $340K | Hold |
4,584
| – | – | 0.01% | 386 |
|
|
2023
Q2 | $343K | Buy |
4,584
+3,309
| +260% | +$247K | 0.01% | 389 |
|
|
2023
Q1 | $86.9K | Sell |
1,275
-37
| -3% | -$2.52K | ﹤0.01% | 487 |
|
|
2022
Q4 | $84.3K | Sell |
1,312
-23
| -2% | -$1.48K | ﹤0.01% | 497 |
|
|
2022
Q3 | $77.8K | Sell |
1,335
-15
| -1% | -$875 | ﹤0.01% | 494 |
|
|
2022
Q2 | $73.4K | Buy |
1,350
+38
| +3% | +$2.07K | ﹤0.01% | 511 |
|
|
2022
Q1 | $79.9K | Buy |
+1,312
| New | +$79.9K | ﹤0.01% | 515 |
|
|
2021
Q4 | – | Sell |
-1,162
| Closed | -$82K | – | 573 |
|
|
2021
Q3 | $82K | Hold |
1,162
| – | – | ﹤0.01% | 444 |
|
|
2021
Q2 | $81K | Sell |
1,162
-50
| -4% | -$3.49K | ﹤0.01% | 438 |
|
|
2021
Q1 | $85.6K | Sell |
1,212
-200
| -14% | -$14.1K | ﹤0.01% | 449 |
|
|
2020
Q4 | $100K | Sell |
1,412
-231
| -14% | -$16.4K | ﹤0.01% | 410 |
|
|
2020
Q3 | $105K | Hold |
1,643
| – | – | ﹤0.01% | 378 |
|
|
2020
Q2 | $93K | Hold |
1,643
| – | – | ﹤0.01% | 387 |
|
|
2020
Q1 | $75.9K | Sell |
1,643
-1,442
| -47% | -$66.6K | ﹤0.01% | 400 |
|
|
2019
Q4 | $197K | Hold |
3,085
| – | – | ﹤0.01% | 333 |
|
|
2019
Q3 | $177K | Buy |
+3,085
| New | +$177K | ﹤0.01% | 340 |
|
|
2018
Q4 | – | Sell |
-176
| Closed | -$12.4K | – | 707 |
|
|
2018
Q3 | $12.4K | Buy |
+176
| New | +$12.4K | ﹤0.01% | 586 |
|