Summit Trail 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 | $467K | Buy |
8,959
+2,798
| +45% | +$146K | 0.01% | 754 |
|
|
2025
Q1 | $451K | Sell |
6,161
-3,982
| -39% | -$291K | 0.01% | 264 |
|
|
2024
Q4 | $761K | Buy |
10,143
+1,023
| +11% | +$76.7K | 0.03% | 162 |
|
|
2024
Q3 | $720K | Buy |
9,120
+1,538
| +20% | +$121K | 0.02% | 322 |
|
|
2024
Q2 | $562K | Sell |
7,582
-1,095
| -13% | -$81.1K | 0.01% | 347 |
|
|
2024
Q1 | $746K | Buy |
8,677
+2,457
| +40% | +$211K | 0.02% | 262 |
|
|
2023
Q4 | $458K | Buy |
6,220
+558
| +10% | +$41.1K | 0.02% | 299 |
|
|
2023
Q3 | $420K | Buy |
5,662
+59
| +1% | +$4.38K | 0.02% | 306 |
|
|
2023
Q2 | $419K | Buy |
5,603
+310
| +6% | +$23.2K | 0.02% | 301 |
|
|
2023
Q1 | $361K | Buy |
5,293
+747
| +16% | +$50.9K | 0.01% | 282 |
|
|
2022
Q4 | $292K | Sell |
4,546
-206
| -4% | -$13.2K | 0.01% | 289 |
|
|
2022
Q3 | $277K | Buy |
4,752
+560
| +13% | +$32.6K | 0.02% | 270 |
|
|
2022
Q2 | $228K | Buy |
+4,192
| New | +$228K | 0.01% | 323 |
|
|
2018
Q1 | – | Sell |
-1,025
| Closed | -$64K | – | 883 |
|
|
2017
Q4 | $64K | Buy |
+1,025
| New | +$64K | 0.01% | 752 |
|