Legacy Wealth Management (Mississippi)’s Fortive FTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$959K Sell
18,399
-522
-3% -$27.2K 0.29% 46
2025
Q1
$1.38M Sell
18,921
-65
-0.3% -$4.76K 0.45% 42
2024
Q4
$1.42M Sell
18,986
-1,190
-6% -$89.3K 0.57% 39
2024
Q3
$1.59M Hold
20,176
0.58% 41
2024
Q2
$1.5M Hold
20,176
0.63% 38
2024
Q1
$1.74M Hold
20,176
0.78% 35
2023
Q4
$1.49M Hold
20,176
0.72% 38
2023
Q3
$1.5M Hold
20,176
0.78% 36
2023
Q2
$1.51M Hold
20,176
0.76% 38
2023
Q1
$1.38M Hold
20,176
0.76% 37
2022
Q4
$1.3M Hold
20,176
0.77% 39
2022
Q3
$1.18M Sell
20,176
-575
-3% -$33.5K 0.79% 40
2022
Q2
$1.13M Hold
20,751
0.69% 49
2022
Q1
$1.26M Buy
20,751
+27
+0.1% +$1.65K 0.66% 48
2021
Q4
$1.58M Buy
20,724
+18
+0.1% +$1.37K 0.81% 34
2021
Q3
$1.46M Hold
20,706
0.78% 37
2021
Q2
$1.44M Hold
20,706
0.8% 37
2021
Q1
$1.46M Buy
20,706
+530
+3% +$37.4K 0.89% 37
2020
Q4
$1.43M Sell
20,176
-5,202
-20% -$368K 0.91% 36
2020
Q3
$1.62M Buy
25,378
+414
+2% +$26.4K 1.12% 30
2020
Q2
$1.41M Buy
24,964
+42
+0.2% +$2.38K 1.08% 26
2020
Q1
$1.15M Buy
24,922
+3,390
+16% +$157K 1.07% 25
2019
Q4
$1.38M Buy
+21,532
New +$1.38M 1.2% 21