EP Wealth Advisors’s Fortive FTV Stock Holding History

EP Wealth Advisors’s Portfolio FTV Stock Details FTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$663K	Sell
2025 Q1	$950K	Sell
2024 Q4	$1.02M	Buy
2024 Q3	$976K	Buy
2022 Q3	–	Sell
2022 Q2	$432K	Buy
2019 Q2	–	Sell
2019 Q1	$217K	Buy