Bordeaux Wealth Advisors’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $653K | Buy |
6,181
+247
| +4% | +$26.1K | 0.08% | 74 |
|
2025
Q1 | $571K | Sell |
5,934
-206
| -3% | -$19.8K | 0.11% | 80 |
|
2024
Q4 | $580K | Buy |
6,140
+263
| +4% | +$24.8K | 0.09% | 82 |
|
2024
Q3 | $456K | Buy |
5,877
+247
| +4% | +$19.2K | 0.08% | 97 |
|
2024
Q2 | $339K | Buy |
5,630
+29
| +0.5% | +$1.75K | 0.06% | 102 |
|
2024
Q1 | $383K | Buy |
5,601
+81
| +1% | +$5.53K | 0.13% | 69 |
|
2023
Q4 | $323K | Buy |
5,520
+11
| +0.2% | +$644 | 0.11% | 77 |
|
2023
Q3 | $323K | Sell |
5,509
-274
| -5% | -$16.1K | 0.13% | 72 |
|
2023
Q2 | $437K | Sell |
5,783
-2
| -0% | -$151 | 0.18% | 60 |
|
2023
Q1 | $384K | Buy |
5,785
+10
| +0.2% | +$665 | 0.2% | 72 |
|
2022
Q4 | $282K | Hold |
5,775
| – | – | 0.15% | 73 |
|
2022
Q3 | $284K | Buy |
+5,775
| New | +$284K | 0.18% | 70 |
|