Integrated Wealth Concepts’s Fortive FTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$299K Sell
2025
Q1
$437K Sell
2024
Q4
$467K Buy
2024
Q3
$462K Buy
2024
Q2
$431K Sell
2024
Q1
$501K Buy
2023
Q4
$422K Buy
2023
Q3
$422K Sell
2023
Q2
$427K Sell
2023
Q1
$407K Buy
2022
Q4
$301K Sell
2022
Q3
$316K Buy
2022
Q2
$273K Buy
2022
Q1
$300K Sell
2021
Q4
$393K Buy
2021
Q3
$355K Buy