JPWM
Jamison Private Wealth Management’s Fortive FTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,753
| Closed | -$275K | – | 202 |
|
|
2025
Q1 | $275K | Hold |
3,753
| – | – | 0.04% | 179 |
|
|
2024
Q4 | $281K | Hold |
3,753
| – | – | 0.04% | 181 |
|
|
2024
Q3 | $296K | Hold |
3,753
| – | – | 0.05% | 168 |
|
|
2024
Q2 | $278K | Hold |
3,753
| – | – | 0.05% | 158 |
|
|
2024
Q1 | $323K | Hold |
3,753
| – | – | 0.05% | 149 |
|
|
2023
Q4 | $276K | Hold |
3,753
| – | – | 0.05% | 152 |
|
|
2023
Q3 | $278K | Buy |
+3,753
| New | +$278K | 0.06% | 151 |
|