Carson Wealth (CWM LLC)’s Fortive FTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $907K | Buy |
17,408
+5,832
| +50% | +$304K | ﹤0.01% | 1290 |
|
|
2025
Q1 | $847K | Buy |
11,576
+1,539
| +15% | +$113K | ﹤0.01% | 1221 |
|
|
2024
Q4 | $753K | Buy |
10,037
+6
| +0.1% | +$450 | ﹤0.01% | 1217 |
|
|
2024
Q3 | $792K | Buy |
10,031
+508
| +5% | +$40.1K | ﹤0.01% | 1147 |
|
|
2024
Q2 | $706K | Buy |
9,523
+879
| +10% | +$65.2K | ﹤0.01% | 1061 |
|
|
2024
Q1 | $744K | Buy |
8,644
+1,133
| +15% | +$97.5K | ﹤0.01% | 979 |
|
|
2023
Q4 | $553K | Buy |
7,511
+1,654
| +28% | +$122K | ﹤0.01% | 1027 |
|
|
2023
Q3 | $434K | Buy |
5,857
+417
| +8% | +$30.9K | ﹤0.01% | 1024 |
|
|
2023
Q2 | $407K | Buy |
5,440
+553
| +11% | +$41.4K | ﹤0.01% | 1001 |
|
|
2023
Q1 | $333K | Buy |
4,887
+275
| +6% | +$18.7K | ﹤0.01% | 1017 |
|
|
2022
Q4 | $296K | Buy |
4,612
+569
| +14% | +$36.5K | ﹤0.01% | 955 |
|
|
2022
Q3 | $236K | Sell |
4,043
-1,106
| -21% | -$64.6K | ﹤0.01% | 984 |
|
|
2022
Q2 | $280K | Buy |
5,149
+137
| +3% | +$7.45K | ﹤0.01% | 907 |
|
|
2022
Q1 | $305K | Buy |
5,012
+1,107
| +28% | +$67.4K | ﹤0.01% | 875 |
|
|
2021
Q4 | $298K | Buy |
+3,905
| New | +$298K | ﹤0.01% | 870 |
|
|
2021
Q2 | $238K | Hold |
3,406
| – | – | ﹤0.01% | 845 |
|
|
2021
Q1 | $238K | Hold |
3,406
| – | – | ﹤0.01% | 845 |
|
|
2020
Q4 | $238K | Sell |
3,406
-664
| -16% | -$46.4K | ﹤0.01% | 845 |
|
|
2020
Q3 | $238K | Hold |
4,070
| – | – | ﹤0.01% | 845 |
|
|
2020
Q2 | $238K | Hold |
4,070
| – | – | ﹤0.01% | 845 |
|
|
2020
Q1 | $238K | Hold |
4,070
| – | – | ﹤0.01% | 845 |
|
|
2019
Q4 | $238K | Hold |
4,070
| – | – | ﹤0.01% | 845 |
|
|
2019
Q3 | $238K | Hold |
4,070
| – | – | ﹤0.01% | 845 |
|
|
2019
Q2 | $238K | Hold |
4,070
| – | – | ﹤0.01% | 845 |
|
|
2019
Q1 | $238K | Buy |
4,070
+1,868
| +85% | +$109K | ﹤0.01% | 845 |
|
|
2018
Q4 | $125K | Buy |
2,202
+52
| +2% | +$2.95K | ﹤0.01% | 685 |
|
|
2018
Q3 | $151K | Buy |
2,150
+18
| +0.8% | +$1.26K | ﹤0.01% | 558 |
|
|
2018
Q2 | $138K | Hold |
2,132
| – | – | ﹤0.01% | 476 |
|
|
2018
Q1 | $138K | Sell |
2,132
-50
| -2% | -$3.24K | 0.01% | 408 |
|
|
2017
Q4 | $132K | Hold |
2,182
| – | – | 0.01% | 392 |
|
|
2017
Q3 | $129K | Buy |
2,182
+177
| +9% | +$10.5K | 0.01% | 379 |
|
|
2017
Q2 | $106K | Hold |
2,005
| – | – | 0.01% | 377 |
|
|
2017
Q1 | $101K | Sell |
2,005
-80
| -4% | -$4.03K | 0.01% | 364 |
|
|
2016
Q4 | $94K | Buy |
2,085
+961
| +85% | +$43.3K | 0.01% | 358 |
|
|
2016
Q3 | $48K | Buy |
+1,124
| New | +$48K | ﹤0.01% | 426 |
|