AE Wealth Management’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606K | Buy |
5,731
+373
| +7% | +$39.4K | ﹤0.01% | 859 |
|
|
2025
Q1 | $516K | Buy |
5,358
+890
| +20% | +$85.7K | ﹤0.01% | 914 |
|
|
2024
Q4 | $422K | Buy |
4,468
+1,186
| +36% | +$112K | ﹤0.01% | 956 |
|
|
2024
Q3 | $255K | Buy |
+3,282
| New | +$255K | ﹤0.01% | 1087 |
|
|
2024
Q1 | – | Sell |
-278,279
| Closed | -$18.4M | – | 1453 |
|
|
2023
Q4 | $18.4M | Buy |
278,279
+11,761
| +4% | +$778K | 0.09% | 247 |
|
|
2023
Q3 | $15.6M | Buy |
266,518
+55,435
| +26% | +$3.25M | 0.09% | 245 |
|
|
2023
Q2 | $16M | Buy |
211,083
+22,333
| +12% | +$1.69M | 0.1% | 251 |
|
|
2023
Q1 | $12.5M | Sell |
188,750
-2,315
| -1% | -$154K | 0.08% | 295 |
|
|
2022
Q4 | $9.34M | Buy |
191,065
+4,881
| +3% | +$239K | 0.07% | 337 |
|
|
2022
Q3 | $9.15M | Sell |
186,184
-17,981
| -9% | -$883K | 0.07% | 293 |
|
|
2022
Q2 | $11.6M | Sell |
204,165
-28,940
| -12% | -$1.64M | 0.09% | 244 |
|
|
2022
Q1 | $15.9M | Sell |
233,105
-14,720
| -6% | -$1.01M | 0.11% | 188 |
|
|
2021
Q4 | $17.8M | Sell |
247,825
-19,200
| -7% | -$1.38M | 0.12% | 172 |
|
|
2021
Q3 | $15.6M | Buy |
267,025
+21,840
| +9% | +$1.28M | 0.13% | 178 |
|
|
2021
Q2 | $11.7M | Sell |
245,185
-4,090
| -2% | -$195K | 0.1% | 197 |
|
|
2021
Q1 | $9.19M | Buy |
249,275
+15,450
| +7% | +$570K | 0.09% | 219 |
|
|
2020
Q4 | $6.95M | Buy |
233,825
+17,465
| +8% | +$519K | 0.08% | 229 |
|
|
2020
Q3 | $5.1M | Buy |
216,360
+69,380
| +47% | +$1.63M | 0.07% | 231 |
|
|
2020
Q2 | $4.04M | Buy |
146,980
+99,600
| +210% | +$2.73M | 0.06% | 261 |
|
|
2020
Q1 | $959K | Buy |
47,380
+36,550
| +337% | +$740K | 0.02% | 498 |
|
|
2019
Q4 | $231K | Buy |
+10,830
| New | +$231K | 0.01% | 1016 |
|