Avantax Advisory Services’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.86M | Buy |
27,075
+8,465
| +45% | +$895K | 0.02% | 638 |
|
|
2025
Q1 | $1.79M | Buy |
18,610
+4,375
| +31% | +$421K | 0.01% | 791 |
|
|
2024
Q4 | $1.34M | Buy |
14,235
+1,496
| +12% | +$141K | 0.01% | 906 |
|
|
2024
Q3 | $988K | Sell |
12,739
-6,851
| -35% | -$531K | 0.01% | 1033 |
|
|
2024
Q2 | $1.18M | Sell |
19,590
-1,225
| -6% | -$73.8K | 0.01% | 898 |
|
|
2024
Q1 | $1.42M | Buy |
20,815
+11,680
| +128% | +$798K | 0.01% | 639 |
|
|
2023
Q4 | $535K | Sell |
9,135
-50
| -0.5% | -$2.93K | 0.01% | 954 |
|
|
2023
Q3 | $539K | Sell |
9,185
-9,947
| -52% | -$584K | 0.01% | 914 |
|
|
2023
Q2 | $1.45M | Buy |
19,132
+2,260
| +13% | +$171K | 0.02% | 564 |
|
|
2023
Q1 | $1.12M | Sell |
16,872
-5,868
| -26% | -$390K | 0.01% | 628 |
|
|
2022
Q4 | $1.11M | Sell |
22,740
-244
| -1% | -$11.9K | 0.01% | 606 |
|
|
2022
Q3 | $1.13M | Sell |
22,984
-1,569
| -6% | -$77.1K | 0.02% | 524 |
|
|
2022
Q2 | $1.39M | Buy |
24,553
+1,483
| +6% | +$83.9K | 0.02% | 463 |
|
|
2022
Q1 | $1.58M | Buy |
23,070
+2,740
| +13% | +$187K | 0.02% | 432 |
|
|
2021
Q4 | $1.46M | Buy |
20,330
+895
| +5% | +$64.3K | 0.02% | 426 |
|
|
2021
Q3 | $1.14M | Buy |
19,435
+750
| +4% | +$43.8K | 0.02% | 451 |
|
|
2021
Q2 | $891K | Buy |
18,685
+12,500
| +202% | +$596K | 0.02% | 507 |
|
|
2021
Q1 | $229K | Buy |
+6,185
| New | +$229K | ﹤0.01% | 916 |
|
|
2020
Q4 | – | Sell |
-25,700
| Closed | -$604K | – | 1083 |
|
|
2020
Q3 | $604K | Buy |
+25,700
| New | +$604K | 0.01% | 730 |
|