Caldwell Trust’s Fortive FTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.82K | Hold |
150
|
|
||||
|
2025
Q1 | $11K | Hold |
150
|
|
||||
|
2024
Q4 | $11.3K | Hold |
150
|
|
||||
|
2024
Q3 | $11.8K | Hold |
150
|
|
||||
|
2024
Q2 | $11.1K | Sell |
150
-213
|
|
||||
|
2024
Q1 | $31.2K | Hold |
363
|
|
||||
|
2023
Q4 | $26.7K | Hold |
363
|
|
||||
|
2023
Q3 | $26.9K | Hold |
363
|
|
||||
|
2023
Q2 | $27.1K | Hold |
363
|
|
||||
|
2023
Q1 | $24.7K | Hold |
363
|
|
||||
|
2022
Q4 | $23.3K | Buy |
363
+63
|
|
||||
|
2022
Q3 | $17.5K | Buy |
300
+150
|
|
||||
|
2022
Q2 | $8.16K | Hold |
150
|
|
||||
|
2022
Q1 | $9.14K | Hold |
150
|
|
||||
|
2021
Q4 | $11.4K | Hold |
150
|
|
||||
|
2021
Q3 | $10.6K | Sell |
150
-50
|
|
||||
|
2021
Q2 | $13.9K | Hold |
200
|
|
||||
|
2021
Q1 | $14.1K | Sell |
200
-200
|
|
||||
|
2020
Q4 | $28.3K | Sell |
400
-377
|
|
||||
|
2020
Q3 | $49.5K | Sell |
777
-358
|
|
||||
|
2020
Q2 | $64.3K | Sell |
1,135
-238
|
|
||||
|
2020
Q1 | $63.4K | Hold |
1,373
|
|
||||
|
2019
Q4 | $87.8K | Buy |
+1,373
|
|