Valeo 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 | $213K | Buy |
4,078
+199
| +5% | +$10.4K | 0.01% | 686 |
|
|
2025
Q1 | $284K | Sell |
3,879
-1
| -0% | -$73 | 0.01% | 543 |
|
|
2024
Q4 | $291K | Buy |
3,880
+23
| +0.6% | +$1.73K | 0.01% | 538 |
|
|
2024
Q3 | $304K | Sell |
3,857
-58
| -1% | -$4.58K | 0.01% | 518 |
|
|
2024
Q2 | $290K | Buy |
3,915
+45
| +1% | +$3.34K | 0.01% | 522 |
|
|
2024
Q1 | $294K | Buy |
3,870
+19
| +0.5% | +$1.45K | 0.01% | 510 |
|
|
2023
Q4 | $284K | Sell |
3,851
-397
| -9% | -$29.2K | 0.01% | 508 |
|
|
2023
Q3 | $315K | Buy |
4,248
+345
| +9% | +$25.6K | 0.01% | 446 |
|
|
2023
Q2 | $292K | Sell |
3,903
-729
| -16% | -$54.5K | 0.01% | 439 |
|
|
2023
Q1 | $316K | Buy |
4,632
+605
| +15% | +$41.2K | 0.02% | 431 |
|
|
2022
Q4 | $259K | Buy |
+4,027
| New | +$259K | 0.01% | 422 |
|
|
2022
Q2 | – | Sell |
-4,136
| Closed | -$252K | – | 524 |
|
|
2022
Q1 | $252K | Buy |
4,136
+743
| +22% | +$45.3K | 0.01% | 468 |
|
|
2021
Q4 | $259K | Buy |
3,393
+91
| +3% | +$6.95K | 0.01% | 427 |
|
|
2021
Q3 | $233K | Buy |
3,302
+413
| +14% | +$29.1K | 0.01% | 436 |
|
|
2021
Q2 | $201K | Hold |
2,889
| – | – | 0.01% | 417 |
|
|
2021
Q1 | $204K | Sell |
2,889
-1,382
| -32% | -$97.6K | 0.01% | 424 |
|
|
2020
Q4 | $302K | Sell |
4,271
-1,313
| -24% | -$92.8K | 0.02% | 326 |
|
|
2020
Q3 | $356K | Sell |
5,584
-415
| -7% | -$26.5K | 0.03% | 224 |
|
|
2020
Q2 | $340K | Buy |
5,999
+1,005
| +20% | +$57K | 0.03% | 229 |
|
|
2020
Q1 | $255K | Sell |
4,994
-2,860
| -36% | -$146K | 0.03% | 246 |
|
|
2019
Q4 | $502K | Buy |
7,854
+476
| +6% | +$30.4K | 0.05% | 185 |
|
|
2019
Q3 | $423K | Buy |
7,378
+1,845
| +33% | +$106K | 0.05% | 189 |
|
|
2019
Q2 | $377K | Sell |
5,533
-6
| -0.1% | -$409 | 0.04% | 202 |
|
|
2019
Q1 | $389K | Sell |
5,539
-31
| -0.6% | -$2.18K | 0.05% | 193 |
|
|
2018
Q4 | $315K | Sell |
5,570
-14
| -0.3% | -$792 | 0.04% | 204 |
|
|
2018
Q3 | $347K | Buy |
5,584
+6
| +0.1% | +$373 | 0.05% | 198 |
|
|
2018
Q2 | $370K | Sell |
5,578
-41
| -0.7% | -$2.72K | 0.05% | 203 |
|
|
2018
Q1 | $364K | Buy |
5,619
+122
| +2% | +$7.9K | 0.06% | 184 |
|
|
2017
Q4 | $333K | Sell |
5,497
-36
| -0.7% | -$2.18K | 0.05% | 186 |
|
|
2017
Q3 | $328K | Buy |
+5,533
| New | +$328K | 0.07% | 163 |
|