Carson Wealth (CWM LLC)’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.1M | Buy |
197,125
+51,884
| +36% | +$4.19M | 0.04% | 400 |
|
|
2025
Q4 | $11.5M | Buy |
145,241
+73,677
| +103% | +$6.11M | 0.03% | 471 |
|
|
2025
Q3 | $6.02M | Sell |
71,564
-70,563
| -50% | -$6.3M | 0.02% | 637 |
|
|
2025
Q2 | $15M | Buy |
142,127
+8,933
| +7% | +$901K | 0.05% | 301 |
|
|
2025
Q1 | $12.8M | Buy |
133,194
+40,395
| +44% | +$4.1M | 0.05% | 299 |
|
|
2024
Q4 | $8.77M | Buy |
92,799
+16,235
| +21% | +$1.44M | 0.04% | 346 |
|
|
2024
Q3 | $5.94M | Buy |
76,564
+37,294
| +95% | +$2.55M | 0.03% | 409 |
|
|
2024
Q2 | $2.37M | Buy |
39,270
+11,581
| +42% | +$720K | 0.01% | 599 |
|
|
2024
Q1 | $1.89M | Buy |
27,689
+2,721
| +11% | +$181K | 0.01% | 638 |
|
|
2023
Q4 | $1.46M | Sell |
24,968
-829
| -3% | -$45.8K | 0.01% | 662 |
|
|
2023
Q3 | $1.51M | Sell |
25,797
-4,471
| -15% | -$296K | 0.01% | 613 |
|
|
2023
Q2 | $2.29M | Buy |
30,268
+226
| +0.8% | +$15.4K | 0.01% | 491 |
|
|
2023
Q1 | $2M | Buy |
30,042
+4,160
| +16% | +$236K | 0.01% | 479 |
|
|
2022
Q4 | $1.26M | Buy |
25,882
+2,662
| +11% | +$139K | 0.01% | 544 |
|
|
2022
Q3 | $1.14M | Sell |
23,220
-902
| -4% | -$48.9K | 0.01% | 532 |
|
|
2022
Q2 | $1.36M | Buy |
24,122
+4,027
| +20% | +$239K | 0.01% | 486 |
|
|
2022
Q1 | $1.37M | Buy |
20,095
+2,930
| +17% | +$182K | 0.01% | 486 |
|
|
2021
Q4 | $1.23M | Buy |
+17,165
| New | +$1.13M | 0.01% | 531 |
|
|
2021
Q2 | $564K | Hold |
11,840
| – | – | ﹤0.01% | 656 |
|
|
2021
Q1 | $564K | Hold |
11,840
| – | – | ﹤0.01% | 656 |
|
|
2020
Q4 | $564K | Hold |
11,840
| – | – | ﹤0.01% | 656 |
|
|
2020
Q3 | $564K | Hold |
11,840
| – | – | ﹤0.01% | 656 |
|
|
2020
Q2 | $564K | Hold |
11,840
| – | – | ﹤0.01% | 656 |
|
|
2020
Q1 | $564K | Hold |
11,840
| – | – | ﹤0.01% | 656 |
|
|
2019
Q4 | $564K | Hold |
11,840
| – | – | ﹤0.01% | 656 |
|
|
2019
Q3 | $564K | Hold |
11,840
| – | – | ﹤0.01% | 656 |
|
|
2019
Q2 | $564K | Hold |
11,840
| – | – | ﹤0.01% | 656 |
|
|
2019
Q1 | $564K | Buy |
11,840
+10,685
| +925% | +$170K | ﹤0.01% | 656 |
|
|
2018
Q4 | $16K | Buy |
1,155
+40
| +4% | +$609 | ﹤0.01% | 1196 |
|
|
2018
Q3 | $21K | Sell |
1,115
-135
| -11% | -$2.06K | ﹤0.01% | 938 |
|
|
2018
Q2 | $16K | Hold |
1,250
| – | – | ﹤0.01% | 882 |
|
|
2018
Q1 | $13K | Sell |
1,250
-460
| -27% | -$4.48K | ﹤0.01% | 795 |
|
|
2017
Q4 | $15K | Buy |
1,710
+15
| +0.9% | +$122 | ﹤0.01% | 770 |
|
|
2017
Q3 | $12K | Buy |
1,695
+530
| +45% | +$4.03K | ﹤0.01% | 843 |
|
|
2017
Q2 | $9K | Buy |
1,165
+255
| +28% | +$1.98K | ﹤0.01% | 793 |
|
|
2017
Q1 | $7K | Buy |
910
+465
| +104% | +$3.29K | ﹤0.01% | 816 |
|
|
2016
Q4 | $3K | Buy |
+445
| New | +$2.78K | ﹤0.01% | 923 |
|
Other funds holding FTNT
VCM
VPM
