United Capital Financial 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 | $440K | Sell |
8,440
-1,302
| -13% | -$67.9K | ﹤0.01% | 804 |
|
2025
Q1 | $713K | Buy |
9,742
+603
| +7% | +$44.1K | 0.01% | 639 |
|
2024
Q4 | $685K | Buy |
9,139
+416
| +5% | +$31.2K | 0.01% | 641 |
|
2024
Q3 | $689K | Sell |
8,723
-2,335
| -21% | -$184K | 0.01% | 642 |
|
2024
Q2 | $819K | Sell |
11,058
-386
| -3% | -$28.6K | 0.01% | 570 |
|
2024
Q1 | $984K | Sell |
11,444
-712
| -6% | -$61.2K | 0.01% | 557 |
|
2023
Q4 | $895K | Buy |
12,156
+857
| +8% | +$63.1K | 0.01% | 578 |
|
2023
Q3 | $838K | Buy |
11,299
+152
| +1% | +$11.3K | 0.01% | 551 |
|
2023
Q2 | $833K | Sell |
11,147
-3,260
| -23% | -$244K | ﹤0.01% | 586 |
|
2023
Q1 | $982K | Buy |
14,407
+3,603
| +33% | +$246K | 0.01% | 577 |
|
2022
Q4 | $694K | Sell |
10,804
-347
| -3% | -$22.3K | ﹤0.01% | 698 |
|
2022
Q3 | $650K | Sell |
11,151
-1,235
| -10% | -$72K | ﹤0.01% | 703 |
|
2022
Q2 | $674K | Buy |
12,386
+706
| +6% | +$38.4K | ﹤0.01% | 723 |
|
2022
Q1 | $712K | Sell |
11,680
-1,624
| -12% | -$99K | ﹤0.01% | 751 |
|
2021
Q4 | $1.02M | Sell |
13,304
-1,699
| -11% | -$130K | ﹤0.01% | 672 |
|
2021
Q3 | $1.06M | Buy |
15,003
+1,529
| +11% | +$108K | 0.01% | 657 |
|
2021
Q2 | $940K | Sell |
13,474
-1,265
| -9% | -$88.3K | ﹤0.01% | 710 |
|
2021
Q1 | $1.04M | Buy |
14,739
+875
| +6% | +$61.8K | 0.01% | 656 |
|
2020
Q4 | $982K | Sell |
13,864
-6,597
| -32% | -$467K | 0.01% | 677 |
|
2020
Q3 | $1.31M | Buy |
20,461
+74
| +0.4% | +$4.72K | 0.01% | 590 |
|
2020
Q2 | $1.15M | Sell |
20,387
-1,964
| -9% | -$111K | 0.01% | 615 |
|
2020
Q1 | $934K | Sell |
22,351
-640
| -3% | -$26.7K | 0.01% | 648 |
|
2019
Q4 | $1.47M | Buy |
22,991
+106
| +0.5% | +$6.78K | 0.01% | 661 |
|
2019
Q3 | $1.31M | Sell |
22,885
-8,385
| -27% | -$481K | 0.01% | 668 |
|
2019
Q2 | $2.13M | Sell |
31,270
-4,157
| -12% | -$284K | 0.01% | 598 |
|
2019
Q1 | $2.49M | Sell |
35,427
-1,258
| -3% | -$88.3K | 0.02% | 541 |
|
2018
Q4 | $2.08M | Buy |
36,685
+2,368
| +7% | +$134K | 0.02% | 549 |
|
2018
Q3 | $2.42M | Sell |
34,317
-4,767
| -12% | -$336K | 0.02% | 562 |
|
2018
Q2 | $2.52M | Sell |
39,084
-1,686
| -4% | -$109K | 0.02% | 537 |
|
2018
Q1 | $2.65M | Sell |
40,770
-863
| -2% | -$56K | 0.02% | 517 |
|
2017
Q4 | $2.53M | Buy |
41,633
+508
| +1% | +$30.8K | 0.02% | 537 |
|
2017
Q3 | $2.44M | Sell |
41,125
-828
| -2% | -$49K | 0.02% | 532 |
|
2017
Q2 | $2.22M | Sell |
41,953
-5,228
| -11% | -$277K | 0.02% | 541 |
|
2017
Q1 | $2.38M | Sell |
47,181
-18,944
| -29% | -$955K | 0.02% | 519 |
|
2016
Q4 | $2.97M | Sell |
66,125
-32,019
| -33% | -$1.44M | 0.03% | 473 |
|
2016
Q3 | $4.18M | Buy |
+98,144
| New | +$4.18M | 0.04% | 417 |
|