Mount Yale Investment Advisors’s Fortive FTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$283K Sell
2025
Q1
$399K Sell
2024
Q4
$496K Buy
2024
Q3
$519K Buy
2024
Q2
$401K Buy
2024
Q1
$461K Sell
2023
Q4
$403K Sell
2023
Q3
$412K Sell
2023
Q2
$418K Buy
2023
Q1
$356K Buy
2022
Q4
$244K Sell
2022
Q3
$229K Buy
2018
Q4
Sell
2018
Q3
$2K Sell
2018
Q2
$5K Hold
2018
Q1
$5K Buy