GeoWealth 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 | $42.5K | Buy |
816
+51
| +7% | +$2.66K | ﹤0.01% | 972 |
|
2025
Q1 | $56K | Sell |
765
-1,234
| -62% | -$90.3K | ﹤0.01% | 879 |
|
2024
Q4 | $150K | Sell |
1,999
-153
| -7% | -$11.5K | ﹤0.01% | 857 |
|
2024
Q3 | $170K | Buy |
+2,152
| New | +$170K | 0.01% | 761 |
|
2024
Q2 | – | Sell |
-3,242
| Closed | -$279K | – | 893 |
|
2024
Q1 | $279K | Buy |
+3,242
| New | +$279K | 0.01% | 591 |
|
2023
Q2 | – | Sell |
-47
| Closed | -$3K | – | 448 |
|
2023
Q1 | $3K | Sell |
47
-6,597
| -99% | -$421K | ﹤0.01% | 360 |
|
2022
Q4 | $427K | Buy |
+6,644
| New | +$427K | 0.05% | 161 |
|