CIBC Private Wealth Group’s Fortinet FTNT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.1M Sell
10,365
-1,612
-13% -$170K ﹤0.01% 655
2025
Q1
$1.06M Buy
11,977
+2,587
+28% +$228K ﹤0.01% 637
2024
Q4
$902K Buy
9,390
+116
+1% +$11.1K ﹤0.01% 716
2024
Q3
$719K Sell
9,274
-15,125
-62% -$1.17M ﹤0.01% 765
2024
Q2
$1.47M Buy
24,399
+15,497
+174% +$932K ﹤0.01% 592
2024
Q1
$604K Buy
8,902
+1,894
+27% +$128K ﹤0.01% 784
2023
Q4
$410K Sell
7,008
-2,146
-23% -$126K ﹤0.01% 842
2023
Q3
$537K Buy
+9,154
New +$537K ﹤0.01% 730
2023
Q2
Sell
-23,604
Closed -$1.57M 890
2023
Q1
$1.57M Buy
23,604
+12,741
+117% +$847K ﹤0.01% 552
2022
Q4
$531K Buy
+10,863
New +$531K ﹤0.01% 605
2022
Q3
Sell
-45,150
Closed -$2.56M 1010
2022
Q2
$2.56M Sell
45,150
-11,300
-20% -$639K 0.01% 452
2022
Q1
$3.86M Buy
56,450
+4,085
+8% +$279K 0.01% 430
2021
Q4
$3.76M Buy
52,365
+1,470
+3% +$106K 0.01% 437
2021
Q3
$2.97M Buy
50,895
+6,035
+13% +$353K 0.01% 452
2021
Q2
$2.14M Buy
+44,860
New +$2.14M ﹤0.01% 519
2019
Q2
Sell
-24,480
Closed -$411K 934
2019
Q1
$411K Sell
24,480
-25,940
-51% -$436K ﹤0.01% 759
2018
Q4
$710K Sell
50,420
-103,075
-67% -$1.45M ﹤0.01% 624
2018
Q3
$2.83M Sell
153,495
-360
-0.2% -$6.64K 0.01% 441
2018
Q2
$1.92M Buy
+153,855
New +$1.92M 0.01% 509