Atria Wealth Solutions’s Fortinet FTNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.96M Sell
27,967
-9,940
-26% -$1.05M 0.07% 321
2025
Q1
$3.65M Sell
37,907
-1,981
-5% -$191K 0.04% 432
2024
Q4
$3.77M Sell
39,888
-815
-2% -$77K 0.04% 430
2024
Q3
$3.16M Sell
40,703
-9,417
-19% -$730K 0.03% 479
2024
Q2
$3.02M Sell
50,120
-1,120
-2% -$67.5K 0.03% 483
2024
Q1
$3.5M Sell
51,240
-11,442
-18% -$782K 0.04% 445
2023
Q4
$3.67M Sell
62,682
-44,366
-41% -$2.6M 0.05% 397
2023
Q3
$6.28M Sell
107,048
-3,139
-3% -$184K 0.09% 239
2023
Q2
$8.33M Sell
110,187
-5,451
-5% -$412K 0.11% 179
2023
Q1
$7.69M Buy
115,638
+14,887
+15% +$989K 0.11% 177
2022
Q4
$4.93M Sell
100,751
-17,183
-15% -$840K 0.08% 256
2022
Q3
$5.79M Sell
117,934
-4,567
-4% -$224K 0.1% 204
2022
Q2
$6.93M Buy
122,501
+15,941
+15% +$902K 0.13% 160
2022
Q1
$7.28M Buy
+106,560
New +$7.28M 0.12% 179