Bison Wealth’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $585K | Buy |
+6,194
| New | +$585K | 0.13% | 136 |
|
2024
Q3 | – | Sell |
-10,524
| Closed | -$719K | – | 431 |
|
2024
Q2 | $719K | Hold |
10,524
| – | – | 0.12% | 180 |
|
2024
Q1 | $719K | Buy |
10,524
+194
| +2% | +$13.3K | 0.12% | 180 |
|
2023
Q4 | $605K | Sell |
10,330
-2,032
| -16% | -$119K | 0.11% | 207 |
|
2023
Q3 | $725K | Buy |
12,362
+36
| +0.3% | +$2.11K | 0.14% | 157 |
|
2023
Q2 | $932K | Buy |
+12,326
| New | +$932K | 0.17% | 131 |
|