WJWM
Williams Jones Wealth Management’s Fortive FTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $673K | Sell |
12,903
-1,031
| -7% | -$53.7K | 0.01% | 304 |
|
|
2025
Q1 | $1.02M | Sell |
13,934
-47,108
| -77% | -$3.45M | 0.01% | 245 |
|
|
2024
Q4 | $4.58M | Sell |
61,042
-256,017
| -81% | -$19.2M | 0.06% | 140 |
|
|
2024
Q3 | $25M | Sell |
317,059
-3,055
| -1% | -$241K | 0.29% | 63 |
|
|
2024
Q2 | $23.7M | Sell |
320,114
-9,074
| -3% | -$672K | 0.29% | 62 |
|
|
2024
Q1 | $28.3M | Sell |
329,188
-18,137
| -5% | -$1.56M | 0.36% | 61 |
|
|
2023
Q4 | $25.6M | Buy |
347,325
+2,275
| +0.7% | +$168K | 0.36% | 59 |
|
|
2023
Q3 | $25.6M | Buy |
345,050
+20,943
| +6% | +$1.55M | 0.39% | 52 |
|
|
2023
Q2 | $24.2M | Buy |
324,107
+16,763
| +5% | +$1.25M | 0.36% | 57 |
|
|
2023
Q1 | $21M | Sell |
307,344
-79
| -0% | -$5.39K | 0.33% | 61 |
|
|
2022
Q4 | $19.8M | Sell |
307,423
-646
| -0.2% | -$41.5K | 0.33% | 61 |
|
|
2022
Q3 | $18M | Sell |
308,069
-1,314
| -0.4% | -$76.6K | 0.31% | 64 |
|
|
2022
Q2 | $16.8M | Sell |
309,383
-402
| -0.1% | -$21.9K | 0.27% | 72 |
|
|
2022
Q1 | $18.9M | Buy |
309,785
+1,946
| +0.6% | +$119K | 0.26% | 70 |
|
|
2021
Q4 | $23.5M | Buy |
307,839
+4,277
| +1% | +$326K | 0.29% | 65 |
|
|
2021
Q3 | $21.4M | Buy |
303,562
+1,478
| +0.5% | +$104K | 0.3% | 65 |
|
|
2021
Q2 | $21.1M | Buy |
302,084
+9,594
| +3% | +$669K | 0.29% | 65 |
|
|
2021
Q1 | $20.7M | Sell |
292,490
-1,930
| -0.7% | -$136K | 0.32% | 61 |
|
|
2020
Q4 | $20.9M | Buy |
294,420
+27,004
| +10% | +$1.91M | 0.34% | 58 |
|
|
2020
Q3 | $20.4M | Buy |
267,416
+2,046
| +0.8% | +$156K | 0.38% | 56 |
|
|
2020
Q2 | $18M | Sell |
265,370
-8,562
| -3% | -$579K | 0.37% | 55 |
|
|
2020
Q1 | $15.1M | Sell |
273,932
-442,409
| -62% | -$24.4M | 0.39% | 54 |
|
|
2019
Q4 | $54.7M | Sell |
716,341
-258,551
| -27% | -$19.8M | 1.05% | 36 |
|
|
2019
Q3 | $66.8M | Buy |
+974,892
| New | +$66.8M | 1.37% | 26 |
|