OneDigital Investment Advisors’s Fortive FTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$244K Sell
4,678
-800
-15% -$41.7K ﹤0.01% 1284
2025
Q1
$401K Sell
5,478
-58,780
-91% -$4.3M ﹤0.01% 946
2024
Q4
$4.82M Buy
64,258
+999
+2% +$74.9K 0.06% 246
2024
Q3
$4.99M Sell
63,259
-4,006
-6% -$316K 0.06% 247
2024
Q2
$4.98M Buy
67,265
+2,375
+4% +$176K 0.06% 234
2024
Q1
$5.58M Buy
64,890
+25,526
+65% +$2.2M 0.09% 186
2023
Q4
$2.9M Buy
39,364
+34,048
+640% +$2.51M 0.05% 250
2023
Q3
$394K Buy
5,316
+1,561
+42% +$116K 0.01% 716
2023
Q2
$281K Buy
3,755
+176
+5% +$13.2K 0.01% 852
2023
Q1
$244K Buy
+3,579
New +$244K 0.01% 842
2022
Q1
Sell
-3,930
Closed -$300K 769
2021
Q4
$300K Buy
+3,930
New +$300K 0.01% 584
2019
Q3
Sell
-240
Closed -$16K 743
2019
Q2
$16K Hold
240
﹤0.01% 845
2019
Q1
$17K Hold
240
﹤0.01% 777
2018
Q4
$14K Sell
240
-914
-79% -$53.3K ﹤0.01% 776
2018
Q3
$81K Buy
1,154
+1
+0.1% +$70 0.02% 307
2018
Q2
$74K Hold
1,153
0.02% 394
2018
Q1
$75K Hold
1,153
0.02% 410
2017
Q4
$69K Buy
1,153
+1,033
+861% +$61.8K 0.01% 424
2017
Q3
$7K Sell
120
-914
-88% -$53.3K ﹤0.01% 852
2017
Q2
$54K Buy
+1,034
New +$54K 0.02% 448