Acorn Wealth Advisors’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $537K | Sell |
5,082
-1
| -0% | -$106 | 0.2% | 110 |
|
2025
Q1 | $489K | Buy |
5,083
+14
| +0.3% | +$1.35K | 0.2% | 108 |
|
2024
Q4 | $479K | Sell |
5,069
-1
| -0% | -$94 | 0.2% | 108 |
|
2024
Q3 | $393K | Buy |
5,070
+6
| +0.1% | +$465 | 0.17% | 123 |
|
2024
Q2 | $305K | Buy |
5,064
+3
| +0.1% | +$181 | 0.15% | 145 |
|
2024
Q1 | $346K | Hold |
5,061
| – | – | 0.18% | 118 |
|
2023
Q4 | $296K | Hold |
5,061
| – | – | 0.18% | 128 |
|
2023
Q3 | $297K | Buy |
5,061
+436
| +9% | +$25.6K | 0.2% | 118 |
|
2023
Q2 | $350K | Hold |
4,625
| – | – | 0.24% | 102 |
|
2023
Q1 | $307K | Hold |
4,625
| – | – | 0.23% | 107 |
|
2022
Q4 | $226K | Buy |
+4,625
| New | +$226K | 0.17% | 137 |
|