Bartlett & Co 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
Q2 | $253K | Buy |
2,395
+1
| +0% | +$106 | ﹤0.01% | 414 |
|
|
2025
Q1 | $230K | Buy |
2,394
+3
| +0.1% | +$289 | ﹤0.01% | 427 |
|
|
2024
Q4 | $226K | Hold |
2,391
| – | – | ﹤0.01% | 425 |
|
|
2024
Q3 | $185K | Buy |
2,391
+354
| +17% | +$27.5K | ﹤0.01% | 455 |
|
|
2024
Q2 | $123K | Sell |
2,037
-150
| -7% | -$9.04K | ﹤0.01% | 513 |
|
|
2024
Q1 | $149K | Hold |
2,187
| – | – | ﹤0.01% | 497 |
|
|
2023
Q4 | $130K | Sell |
2,187
-80
| -4% | -$4.75K | ﹤0.01% | 538 |
|
|
2023
Q3 | $133K | Buy |
2,267
+100
| +5% | +$5.87K | ﹤0.01% | 504 |
|
|
2023
Q2 | $164K | Sell |
2,167
-45
| -2% | -$3.4K | ﹤0.01% | 479 |
|
|
2023
Q1 | $147K | Sell |
2,212
-83
| -4% | -$5.52K | ﹤0.01% | 417 |
|
|
2022
Q4 | $112K | Buy |
2,295
+750
| +49% | +$36.7K | ﹤0.01% | 456 |
|
|
2022
Q3 | $75.9K | Hold |
1,545
| – | – | ﹤0.01% | 498 |
|
|
2022
Q2 | $87.4K | Buy |
1,545
+45
| +3% | +$2.55K | ﹤0.01% | 481 |
|
|
2022
Q1 | $103K | Buy |
+1,500
| New | +$103K | ﹤0.01% | 487 |
|
|
2021
Q4 | – | Sell |
-1,500
| Closed | -$87.6K | – | 571 |
|
|
2021
Q3 | $87.6K | Hold |
1,500
| – | – | ﹤0.01% | 437 |
|
|
2021
Q2 | $71.5K | Hold |
1,500
| – | – | ﹤0.01% | 453 |
|
|
2021
Q1 | $55.3K | Hold |
1,500
| – | – | ﹤0.01% | 518 |
|
|
2020
Q4 | $44.6K | Hold |
1,500
| – | – | ﹤0.01% | 537 |
|
|
2020
Q3 | $35.3K | Hold |
1,500
| – | – | ﹤0.01% | 536 |
|
|
2020
Q2 | $41.2K | Buy |
+1,500
| New | +$41.2K | ﹤0.01% | 526 |
|
|
2019
Q3 | – | Sell |
-25
| Closed | -$384 | – | 898 |
|
|
2019
Q2 | $384 | Buy |
+25
| New | +$384 | ﹤0.01% | 735 |
|