Clearstead 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 | $1M | Buy |
9,506
+2,432
| +34% | +$257K | 0.01% | 441 |
|
|
2025
Q1 | $681K | Buy |
7,074
+2,594
| +58% | +$250K | 0.01% | 498 |
|
|
2024
Q4 | $423K | Buy |
4,480
+615
| +16% | +$58.1K | 0.01% | 621 |
|
|
2024
Q3 | $300K | Buy |
3,865
+2,062
| +114% | +$160K | ﹤0.01% | 724 |
|
|
2024
Q2 | $109K | Buy |
1,803
+45
| +3% | +$2.71K | ﹤0.01% | 978 |
|
|
2024
Q1 | $105K | Buy |
1,758
+490
| +39% | +$29.2K | 0.01% | 600 |
|
|
2023
Q4 | $74.2K | Sell |
1,268
-1,216
| -49% | -$71.2K | ﹤0.01% | 653 |
|
|
2023
Q3 | $146K | Sell |
2,484
-393
| -14% | -$23.1K | ﹤0.01% | 643 |
|
|
2023
Q2 | $217K | Buy |
2,877
+2,623
| +1,033% | +$198K | 0.01% | 420 |
|
|
2023
Q1 | $16.9K | Sell |
254
-4
| -2% | -$266 | ﹤0.01% | 875 |
|
|
2022
Q4 | $12.6K | Buy |
258
+53
| +26% | +$2.59K | ﹤0.01% | 876 |
|
|
2022
Q3 | $10K | Hold |
205
| – | – | ﹤0.01% | 887 |
|
|
2022
Q2 | $12K | Hold |
205
| – | – | ﹤0.01% | 894 |
|
|
2022
Q1 | $14K | Hold |
205
| – | – | ﹤0.01% | 924 |
|
|
2021
Q4 | $15K | Hold |
205
| – | – | ﹤0.01% | 871 |
|
|
2021
Q3 | $12K | Hold |
205
| – | – | ﹤0.01% | 916 |
|
|
2021
Q2 | $10K | Sell |
205
-140
| -41% | -$6.83K | ﹤0.01% | 796 |
|
|
2021
Q1 | $13K | Buy |
345
+195
| +130% | +$7.35K | ﹤0.01% | 744 |
|
|
2020
Q4 | $4K | Hold |
150
| – | – | ﹤0.01% | 824 |
|
|
2020
Q3 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 757 |
|