Evermay 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 | $104K | Sell |
2,000
-935
| -32% | -$48.7K | 0.01% | 264 |
|
|
2025
Q1 | $215K | Sell |
2,935
-75
| -2% | -$5.49K | 0.03% | 181 |
|
|
2024
Q4 | $226K | Sell |
3,010
-137
| -4% | -$10.3K | 0.03% | 182 |
|
|
2024
Q3 | $248K | Hold |
3,147
| – | – | 0.04% | 177 |
|
|
2024
Q2 | $233K | Hold |
3,147
| – | – | 0.04% | 185 |
|
|
2024
Q1 | $271K | Sell |
3,147
-40
| -1% | -$3.44K | 0.04% | 173 |
|
|
2023
Q4 | $235K | Sell |
3,187
-408
| -11% | -$30K | 0.04% | 172 |
|
|
2023
Q3 | $267K | Hold |
3,595
| – | – | 0.05% | 144 |
|
|
2023
Q2 | $269K | Hold |
3,595
| – | – | 0.05% | 150 |
|
|
2023
Q1 | $245K | Hold |
3,595
| – | – | 0.05% | 154 |
|
|
2022
Q4 | $231K | Sell |
3,595
-275
| -7% | -$17.7K | 0.05% | 154 |
|
|
2022
Q3 | $226K | Hold |
3,870
| – | – | 0.04% | 152 |
|
|
2022
Q2 | $210K | Hold |
3,870
| – | – | 0.04% | 154 |
|
|
2022
Q1 | $236K | Sell |
3,870
-212
| -5% | -$12.9K | 0.04% | 170 |
|
|
2021
Q4 | $311K | Sell |
4,082
-250
| -6% | -$19K | 0.06% | 137 |
|
|
2021
Q3 | $306K | Sell |
4,332
-125
| -3% | -$8.83K | 0.06% | 130 |
|
|
2021
Q2 | $311K | Hold |
4,457
| – | – | 0.06% | 140 |
|
|
2021
Q1 | $315K | Buy |
4,457
+213
| +5% | +$15.1K | 0.06% | 135 |
|
|
2020
Q4 | $301K | Sell |
4,244
-1,867
| -31% | -$132K | 0.07% | 135 |
|
|
2020
Q3 | $390K | Sell |
6,111
-209
| -3% | -$13.3K | 0.1% | 100 |
|
|
2020
Q2 | $358K | Sell |
6,320
-180
| -3% | -$10.2K | 0.09% | 99 |
|
|
2020
Q1 | $300K | Sell |
6,500
-95
| -1% | -$4.39K | 0.09% | 104 |
|
|
2019
Q4 | $422K | Sell |
6,595
-60
| -0.9% | -$3.84K | 0.1% | 97 |
|
|
2019
Q3 | $382K | Sell |
6,655
-1,196
| -15% | -$68.7K | 0.1% | 98 |
|
|
2019
Q2 | $536K | Sell |
7,851
-179
| -2% | -$12.2K | 0.15% | 69 |
|
|
2019
Q1 | $564K | Sell |
8,030
-561
| -7% | -$39.4K | 0.16% | 63 |
|
|
2018
Q4 | $486K | Buy |
8,591
+673
| +8% | +$38.1K | 0.16% | 64 |
|
|
2018
Q3 | $558K | Sell |
7,918
-761
| -9% | -$53.6K | 0.17% | 62 |
|
|
2018
Q2 | $560K | Sell |
8,679
-180
| -2% | -$11.6K | 0.19% | 60 |
|
|
2018
Q1 | $575K | Buy |
8,859
+2,321
| +36% | +$151K | 0.2% | 63 |
|
|
2017
Q4 | $396K | Buy |
+6,538
| New | +$396K | 0.15% | 78 |
|