EP Wealth Advisors’s Fortive FTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $663K | Sell |
12,725
-256
| -2% | -$13.3K | ﹤0.01% | 674 |
|
|
2025
Q1 | $950K | Sell |
12,981
-663
| -5% | -$48.5K | 0.01% | 517 |
|
|
2024
Q4 | $1.02M | Buy |
13,644
+1,280
| +10% | +$96K | 0.01% | 495 |
|
|
2024
Q3 | $976K | Buy |
+12,364
| New | +$976K | 0.01% | 504 |
|
|
2022
Q3 | – | Sell |
-7,938
| Closed | -$432K | – | 440 |
|
|
2022
Q2 | $432K | Buy |
+7,938
| New | +$432K | 0.01% | 400 |
|
|
2019
Q2 | – | Sell |
-3,090
| Closed | -$217K | – | 333 |
|
|
2019
Q1 | $217K | Buy |
+3,090
| New | +$217K | 0.02% | 224 |
|