Avitas Wealth Management’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $607K | Sell |
6,421
-175
| -3% | -$16.5K | 0.08% | 149 |
|
|
2024
Q3 | $512K | Sell |
6,596
-521
| -7% | -$40.4K | 0.07% | 163 |
|
|
2024
Q2 | $429K | Sell |
7,117
-1,959
| -22% | -$118K | 0.06% | 171 |
|
|
2024
Q1 | $620K | Sell |
9,076
-101
| -1% | -$6.9K | 0.09% | 160 |
|
|
2023
Q4 | $537K | Sell |
9,177
-33
| -0.4% | -$1.93K | 0.09% | 158 |
|
|
2023
Q3 | $540K | Buy |
9,210
+1,331
| +17% | +$78.1K | 0.1% | 156 |
|
|
2023
Q2 | $596K | Sell |
7,879
-107
| -1% | -$8.09K | 0.11% | 145 |
|
|
2023
Q1 | $531K | Sell |
7,986
-299
| -4% | -$19.9K | 0.1% | 152 |
|
|
2022
Q4 | $405K | Sell |
8,285
-45
| -0.5% | -$2.2K | 0.09% | 157 |
|
|
2022
Q3 | $409K | Buy |
8,330
+28
| +0.3% | +$1.38K | 0.09% | 146 |
|
|
2022
Q2 | $470K | Sell |
8,302
-198
| -2% | -$11.2K | 0.1% | 146 |
|
|
2022
Q1 | $581K | Sell |
8,500
-18,565
| -69% | -$1.27M | 0.1% | 151 |
|
|
2021
Q4 | $1.95M | Sell |
27,065
-7,195
| -21% | -$517K | 0.33% | 95 |
|
|
2021
Q3 | $2M | Sell |
34,260
-345
| -1% | -$20.2K | 0.36% | 103 |
|
|
2021
Q2 | $1.65M | Buy |
34,605
+1,155
| +3% | +$55K | 0.29% | 115 |
|
|
2021
Q1 | $1.23M | Buy |
33,450
+605
| +2% | +$22.3K | 0.24% | 123 |
|
|
2020
Q4 | $976K | Buy |
32,845
+7,630
| +30% | +$227K | 0.2% | 142 |
|
|
2020
Q3 | $594K | Buy |
25,215
+4,245
| +20% | +$100K | 0.17% | 134 |
|
|
2020
Q2 | $576K | Sell |
20,970
-135
| -0.6% | -$3.71K | 0.19% | 126 |
|
|
2020
Q1 | $427K | Sell |
21,105
-15,735
| -43% | -$318K | 0.19% | 108 |
|
|
2019
Q4 | $787K | Sell |
36,840
-55
| -0.1% | -$1.18K | 0.2% | 121 |
|
|
2019
Q3 | $566K | Buy |
36,895
+10,650
| +41% | +$163K | 0.16% | 136 |
|
|
2019
Q2 | $403K | Sell |
26,245
-675
| -3% | -$10.4K | 0.11% | 154 |
|
|
2019
Q1 | $452K | Sell |
26,920
-1,680
| -6% | -$28.2K | 0.13% | 144 |
|
|
2018
Q4 | $403K | Buy |
+28,600
| New | +$403K | 0.13% | 138 |
|