Avior 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
Q1 | – | Sell |
-308
| Closed | -$29.1K | – | 1331 |
|
|
2024
Q4 | $29.1K | Buy |
308
+39
| +14% | +$3.69K | ﹤0.01% | 1321 |
|
|
2024
Q3 | $20.9K | Buy |
269
+125
| +87% | +$9.69K | ﹤0.01% | 1368 |
|
|
2024
Q2 | $8.68K | Sell |
144
-345
| -71% | -$20.8K | ﹤0.01% | 1555 |
|
|
2024
Q1 | $33.4K | Buy |
489
+356
| +268% | +$24.3K | ﹤0.01% | 1386 |
|
|
2023
Q4 | $7.78K | Buy |
133
+61
| +85% | +$3.57K | ﹤0.01% | 1037 |
|
|
2023
Q3 | $4.22K | Hold |
72
| – | – | ﹤0.01% | 1240 |
|
|
2023
Q2 | $5.44K | Hold |
72
| – | – | ﹤0.01% | 1145 |
|
|
2023
Q1 | $4.79K | Buy |
+72
| New | +$4.79K | ﹤0.01% | 1214 |
|
|
2022
Q1 | – | Sell |
-40
| Closed | -$2K | – | 1157 |
|
|
2021
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 973 |
|
|
2021
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 938 |
|
|
2021
Q2 | $1K | Sell |
40
-24,330
| -100% | -$608K | ﹤0.01% | 963 |
|
|
2021
Q1 | $898K | Sell |
24,370
-2,730
| -10% | -$101K | 0.1% | 192 |
|
|
2020
Q4 | $805K | Hold |
27,100
| – | – | 0.1% | 182 |
|
|
2020
Q3 | $638K | Buy |
27,100
+1,650
| +6% | +$38.8K | 0.09% | 190 |
|
|
2020
Q2 | $698K | Buy |
25,450
+3,200
| +14% | +$87.8K | 0.11% | 176 |
|
|
2020
Q1 | $450K | Hold |
22,250
| – | – | 0.09% | 210 |
|
|
2019
Q4 | $475K | Hold |
22,250
| – | – | 0.08% | 234 |
|
|
2019
Q3 | $341K | Hold |
22,250
| – | – | 0.06% | 269 |
|
|
2019
Q2 | $342K | Sell |
22,250
-2,900
| -12% | -$44.6K | 0.06% | 269 |
|
|
2019
Q1 | $422K | Sell |
25,150
-2,405
| -9% | -$40.4K | 0.09% | 225 |
|
|
2018
Q4 | $388K | Sell |
27,555
-1,760
| -6% | -$24.8K | 0.09% | 209 |
|
|
2018
Q3 | $541K | Sell |
29,315
-6,070
| -17% | -$112K | 0.12% | 174 |
|
|
2018
Q2 | $442K | Sell |
35,385
-4,185
| -11% | -$52.3K | 0.1% | 188 |
|
|
2018
Q1 | $424K | Sell |
39,570
-9,050
| -19% | -$97K | 0.1% | 190 |
|
|
2017
Q4 | $425K | Buy |
+48,620
| New | +$425K | 0.1% | 194 |
|