Concord Wealth Partners’s Fortive FTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.76K Hold
53
﹤0.01% 694
2025
Q1
$3.88K Sell
53
-185
-78% -$13.5K ﹤0.01% 619
2024
Q4
$17.9K Buy
238
+8
+3% +$601 ﹤0.01% 474
2024
Q3
$18.2K Hold
230
﹤0.01% 484
2024
Q2
$17K Sell
230
-131
-36% -$9.7K ﹤0.01% 452
2024
Q1
$31K Hold
361
0.01% 430
2023
Q4
$26.5K Buy
361
+1
+0.3% +$74 0.01% 443
2023
Q3
$26.7K Buy
360
+87
+32% +$6.46K 0.01% 467
2023
Q2
$20.4K Buy
273
+52
+24% +$3.89K ﹤0.01% 504
2023
Q1
$15.1K Buy
221
+198
+861% +$13.5K ﹤0.01% 537
2022
Q4
$1.48K Buy
+23
New +$1.48K ﹤0.01% 1002
2022
Q3
Sell
-23
Closed -$1K 522
2022
Q2
$1K Hold
23
﹤0.01% 1135
2022
Q1
$1K Buy
23
+12
+109% +$522 ﹤0.01% 1200
2021
Q4
$1K Buy
+11
New +$1K ﹤0.01% 1219
2021
Q2
Sell
-104
Closed -$7K 1068
2021
Q1
$7K Buy
+104
New +$7K ﹤0.01% 625