Austin Private Wealth’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Buy |
4,100
+721
| +21% | +$76.2K | 0.03% | 191 |
|
|
2025
Q1 | $325K | Buy |
3,379
+403
| +14% | +$38.8K | 0.03% | 200 |
|
|
2024
Q4 | $281K | Sell |
2,976
-276
| -8% | -$26.1K | 0.03% | 208 |
|
|
2024
Q3 | $252K | Buy |
+3,252
| New | +$252K | 0.02% | 202 |
|
|
2024
Q2 | – | Sell |
-3,249
| Closed | -$232K | – | 230 |
|
|
2024
Q1 | $232K | Buy |
3,249
+6
| +0.2% | +$428 | 0.03% | 207 |
|
|
2023
Q4 | $190K | Buy |
+3,243
| New | +$190K | 0.02% | 202 |
|
|
2023
Q3 | – | Sell |
-3,243
| Closed | -$245K | – | 176 |
|
|
2023
Q2 | $245K | Sell |
3,243
-1,000
| -24% | -$75.6K | 0.04% | 140 |
|
|
2023
Q1 | $282K | Hold |
4,243
| – | – | 0.05% | 124 |
|
|
2022
Q4 | $207K | Buy |
+4,243
| New | +$207K | 0.04% | 143 |
|
|
2022
Q1 | – | Sell |
-4,105
| Closed | -$295K | – | 138 |
|
|
2021
Q4 | $295K | Buy |
+4,105
| New | +$295K | 0.06% | 105 |
|