Carson Wealth (CWM LLC)’s Fortinet FTNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Buy |
142,127
+8,933
| +7% | +$944K | 0.05% | 301 |
|
|
2025
Q1 | $12.8M | Buy |
133,194
+40,395
| +44% | +$3.89M | 0.05% | 299 |
|
|
2024
Q4 | $8.77M | Buy |
92,799
+16,235
| +21% | +$1.53M | 0.04% | 346 |
|
|
2024
Q3 | $5.94M | Buy |
76,564
+37,294
| +95% | +$2.89M | 0.03% | 408 |
|
|
2024
Q2 | $2.37M | Buy |
39,270
+11,581
| +42% | +$698K | 0.01% | 598 |
|
|
2024
Q1 | $1.89M | Buy |
27,689
+2,721
| +11% | +$186K | 0.01% | 637 |
|
|
2023
Q4 | $1.46M | Sell |
24,968
-829
| -3% | -$48.5K | 0.01% | 661 |
|
|
2023
Q3 | $1.51M | Sell |
25,797
-4,471
| -15% | -$262K | 0.01% | 612 |
|
|
2023
Q2 | $2.29M | Buy |
30,268
+226
| +0.8% | +$17.1K | 0.01% | 490 |
|
|
2023
Q1 | $2M | Buy |
30,042
+4,160
| +16% | +$277K | 0.01% | 478 |
|
|
2022
Q4 | $1.27M | Buy |
25,882
+2,662
| +11% | +$130K | 0.01% | 542 |
|
|
2022
Q3 | $1.14M | Sell |
23,220
-902
| -4% | -$44.3K | 0.01% | 530 |
|
|
2022
Q2 | $1.37M | Buy |
24,122
+4,027
| +20% | +$228K | 0.01% | 485 |
|
|
2022
Q1 | $1.37M | Buy |
20,095
+2,930
| +17% | +$200K | 0.01% | 485 |
|
|
2021
Q4 | $1.23M | Buy |
+17,165
| New | +$1.23M | 0.01% | 530 |
|
|
2021
Q2 | $564K | Hold |
11,840
| – | – | ﹤0.01% | 654 |
|
|
2021
Q1 | $564K | Hold |
11,840
| – | – | ﹤0.01% | 654 |
|
|
2020
Q4 | $564K | Hold |
11,840
| – | – | ﹤0.01% | 654 |
|
|
2020
Q3 | $564K | Hold |
11,840
| – | – | ﹤0.01% | 654 |
|
|
2020
Q2 | $564K | Hold |
11,840
| – | – | ﹤0.01% | 654 |
|
|
2020
Q1 | $564K | Hold |
11,840
| – | – | ﹤0.01% | 654 |
|
|
2019
Q4 | $564K | Hold |
11,840
| – | – | ﹤0.01% | 654 |
|
|
2019
Q3 | $564K | Hold |
11,840
| – | – | ﹤0.01% | 654 |
|
|
2019
Q2 | $564K | Hold |
11,840
| – | – | ﹤0.01% | 654 |
|
|
2019
Q1 | $564K | Buy |
11,840
+10,685
| +925% | +$509K | ﹤0.01% | 654 |
|
|
2018
Q4 | $16K | Buy |
1,155
+40
| +4% | +$554 | ﹤0.01% | 1191 |
|
|
2018
Q3 | $21K | Sell |
1,115
-135
| -11% | -$2.54K | ﹤0.01% | 936 |
|
|
2018
Q2 | $16K | Hold |
1,250
| – | – | ﹤0.01% | 878 |
|
|
2018
Q1 | $13K | Sell |
1,250
-460
| -27% | -$4.78K | ﹤0.01% | 794 |
|
|
2017
Q4 | $15K | Buy |
1,710
+15
| +0.9% | +$132 | ﹤0.01% | 769 |
|
|
2017
Q3 | $12K | Buy |
1,695
+530
| +45% | +$3.75K | ﹤0.01% | 842 |
|
|
2017
Q2 | $9K | Buy |
1,165
+255
| +28% | +$1.97K | ﹤0.01% | 792 |
|
|
2017
Q1 | $7K | Buy |
910
+465
| +104% | +$3.58K | ﹤0.01% | 815 |
|
|
2016
Q4 | $3K | Buy |
+445
| New | +$3K | ﹤0.01% | 922 |
|