Williams Jones Wealth Management’s Fortive FTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$673K Sell
2025
Q1
$1.02M Sell
2024
Q4
$4.58M Sell
2024
Q3
$25M Sell
2024
Q2
$23.7M Sell
2024
Q1
$28.3M Sell
2023
Q4
$25.6M Buy
2023
Q3
$25.6M Buy
2023
Q2
$24.2M Buy
2023
Q1
$21M Sell
2022
Q4
$19.8M Sell
2022
Q3
$18M Sell
2022
Q2
$16.8M Sell
2022
Q1
$18.9M Buy
2021
Q4
$23.5M Buy
2021
Q3
$21.4M Buy
2021
Q2
$21.1M Buy
2021
Q1
$20.7M Sell
2020
Q4
$20.9M Sell
2020
Q3
$20.4M Buy
2020
Q2
$18M Sell
2020
Q1
$15.1M Sell
2019
Q4
$54.7M Sell
2019
Q3
$66.8M Buy