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