Arete 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 | $659K | Sell |
6,229
-5,645
| -48% | -$597K | 0.05% | 339 |
|
|
2025
Q1 | $1.14M | Buy |
11,874
+2,304
| +24% | +$222K | 0.09% | 230 |
|
|
2024
Q4 | $904K | Buy |
9,570
+1,779
| +23% | +$168K | 0.07% | 271 |
|
|
2024
Q3 | $603K | Buy |
7,791
+1,733
| +29% | +$134K | 0.05% | 323 |
|
|
2024
Q2 | $366K | Buy |
+6,058
| New | +$366K | 0.03% | 478 |
|
|
2024
Q1 | – | Sell |
-7,569
| Closed | -$443K | – | 496 |
|
|
2023
Q4 | $443K | Buy |
7,569
+333
| +5% | +$19.5K | 0.03% | 427 |
|
|
2023
Q3 | $425K | Buy |
7,236
+2,177
| +43% | +$128K | 0.07% | 267 |
|
|
2023
Q2 | $382K | Buy |
+5,059
| New | +$382K | 0.03% | 423 |
|
|
2023
Q1 | – | Sell |
-7,201
| Closed | -$352M | – | 683 |
|
|
2022
Q4 | $352M | Sell |
7,201
-39
| -0.5% | -$1.91M | 0.03% | 415 |
|
|
2022
Q3 | $356K | Buy |
7,240
+2,155
| +42% | +$106K | 0.03% | 362 |
|
|
2022
Q2 | $288K | Buy |
5,085
+460
| +10% | +$26.1K | 0.03% | 343 |
|
|
2022
Q1 | $316K | Buy |
4,625
+185
| +4% | +$12.6K | 0.03% | 363 |
|
|
2021
Q4 | $297K | Buy |
+4,440
| New | +$297K | 0.03% | 385 |
|
|
2019
Q3 | – | Sell |
-58,470
| Closed | -$898K | – | 421 |
|
|
2019
Q2 | $898K | Sell |
58,470
-490
| -0.8% | -$7.53K | 0.17% | 142 |
|
|
2019
Q1 | $990K | Buy |
+58,960
| New | +$990K | 0.21% | 128 |
|