Empirical 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 | $422K | Sell |
8,100
-406
| -5% | -$21.2K | 0.01% | 451 |
|
|
2025
Q1 | $622K | Sell |
8,506
-427
| -5% | -$31.2K | 0.02% | 365 |
|
|
2024
Q4 | $670K | Buy |
8,933
+26
| +0.3% | +$1.95K | 0.02% | 335 |
|
|
2024
Q3 | $703K | Buy |
8,907
+426
| +5% | +$33.6K | 0.02% | 318 |
|
|
2024
Q2 | $628K | Hold |
8,481
| – | – | 0.02% | 316 |
|
|
2024
Q1 | $730K | Buy |
+8,481
| New | +$730K | 0.02% | 283 |
|
|
2020
Q4 | – | Sell |
-6,405
| Closed | -$408K | – | 380 |
|
|
2020
Q3 | $408K | Hold |
6,405
| – | – | 0.03% | 242 |
|
|
2020
Q2 | $363K | Hold |
6,405
| – | – | 0.03% | 253 |
|
|
2020
Q1 | $296K | Hold |
6,405
| – | – | 0.03% | 248 |
|
|
2019
Q4 | $409K | Buy |
6,405
+71
| +1% | +$4.53K | 0.04% | 212 |
|
|
2019
Q3 | $363K | Hold |
6,334
| – | – | 0.04% | 203 |
|
|
2019
Q2 | $432K | Hold |
6,334
| – | – | 0.06% | 166 |
|
|
2019
Q1 | $445K | Buy |
+6,334
| New | +$445K | 0.06% | 145 |
|
|
2018
Q3 | – | Sell |
-19,317
| Closed | -$1.25M | – | 219 |
|
|
2018
Q2 | $1.25M | Buy |
+19,317
| New | +$1.25M | 0.23% | 57 |
|