Mark Sheptoff Financial Planning’s Fortive FTV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$25.9K	Buy	496 +46	+10%	+$2.4K	0.01%	246
2025 Q1	$32.9K	Hold	450	–	–	0.02%	200
2024 Q4	$33.8K	Hold	450	–	–	0.02%	208
2024 Q3	$35.5K	Hold	450	–	–	0.02%	194
2024 Q2	$33.3K	Hold	450	–	–	0.02%	210
2024 Q1	$38.7K	Hold	450	–	–	0.02%	187
2023 Q4	$33.1K	Hold	450	–	–	0.02%	192
2023 Q3	$33.4K	Hold	450	–	–	0.02%	177
2023 Q2	$33.6K	Hold	450	–	–	0.02%	189
2023 Q1	$30.7K	Hold	450	–	–	0.02%	185
2022 Q4	$28.9K	Hold	450	–	–	0.02%	187
2022 Q3	$26K	Hold	450	–	–	0.02%	182
2022 Q2	$24K	Hold	450	–	–	0.01%	209
2022 Q1	$27K	Hold	450	–	–	0.01%	219
2021 Q4	$34K	Hold	450	–	–	0.02%	212
2021 Q3	$32K	Hold	450	–	–	0.02%	206
2021 Q2	$31K	Hold	450	–	–	0.02%	232
2021 Q1	$32K	Sell	450 -100	-18%	-$7.11K	0.02%	199
2020 Q4	$39K	Sell	550 -107	-16%	-$7.59K	0.02%	180
2020 Q3	$42K	Hold	657	–	–	0.03%	154
2020 Q2	$37K	Hold	657	–	–	0.02%	161
2020 Q1	$30K	Hold	657	–	–	0.02%	161
2019 Q4	$42K	Hold	657	–	–	0.03%	164
2019 Q3	$38K	Hold	657	–	–	0.03%	164
2019 Q2	$45K	Hold	657	–	–	0.03%	163
2019 Q1	$46K	Hold	657	–	–	0.03%	154
2018 Q4	$37K	Hold	657	–	–	0.03%	150
2018 Q3	$46K	Hold	657	–	–	0.03%	168
2018 Q2	$42K	Hold	657	–	–	0.03%	170
2018 Q1	$43K	Sell	657 -569	-46%	-$37.2K	0.03%	168
2017 Q4	$74K	Hold	1,226	–	–	0.05%	154
2017 Q3	$73K	Hold	1,226	–	–	0.05%	160
2017 Q2	$65K	Sell	1,226 -1	-0.1%	-$53	0.04%	160
2017 Q1	$62K	Sell	1,227 -238	-16%	-$12K	0.04%	168
2016 Q4	$66K	Buy	+1,465	New	+$66K	0.05%	159