Caldwell Trust’s Fortive FTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.35K Hold
2025
Q2
$7.82K Sell
2025
Q1
$11K Hold
2024
Q4
$11.3K Hold
2024
Q3
$11.8K Hold
2024
Q2
$11.1K Sell
2024
Q1
$31.2K Hold
2023
Q4
$26.7K Hold
2023
Q3
$26.9K Hold
2023
Q2
$27.1K Hold
2023
Q1
$24.7K Hold
2022
Q4
$23.3K Buy
2022
Q3
$17.5K Buy
2022
Q2
$8.16K Hold
2022
Q1
$9.14K Hold
2021
Q4
$11.4K Hold
2021
Q3
$10.6K Sell
2021
Q2
$13.9K Hold
2021
Q1
$14.1K Sell
2020
Q4
$28.3K Sell
2020
Q3
$49.5K Sell
2020
Q2
$64.3K Sell
2020
Q1
$63.4K Hold
2019
Q4
$87.8K Buy