Integrated Wealth Concepts’s Fortive FTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$299K Sell
5,736
-230
-4% -$12K ﹤0.01% 1547
2025
Q1
$437K Sell
5,966
-256
-4% -$18.7K 0.01% 1205
2024
Q4
$467K Buy
6,222
+363
+6% +$27.2K 0.01% 1158
2024
Q3
$462K Buy
5,859
+49
+0.8% +$3.87K 0.01% 1117
2024
Q2
$431K Sell
5,810
-20
-0.3% -$1.48K 0.01% 1115
2024
Q1
$501K Buy
5,830
+99
+2% +$8.52K 0.01% 1056
2023
Q4
$422K Buy
5,731
+45
+0.8% +$3.31K 0.01% 1080
2023
Q3
$422K Sell
5,686
-26
-0.5% -$1.93K 0.01% 1050
2023
Q2
$427K Sell
5,712
-258
-4% -$19.3K 0.01% 1055
2023
Q1
$407K Buy
5,970
+1,291
+28% +$88K 0.01% 923
2022
Q4
$301K Sell
4,679
-749
-14% -$48.2K 0.01% 823
2022
Q3
$316K Buy
5,428
+408
+8% +$23.8K 0.01% 717
2022
Q2
$273K Buy
5,020
+96
+2% +$5.22K 0.01% 787
2022
Q1
$300K Sell
4,924
-229
-4% -$14K 0.01% 741
2021
Q4
$393K Buy
5,153
+129
+3% +$9.84K 0.01% 673
2021
Q3
$355K Buy
+5,024
New +$355K 0.01% 675