Concord Wealth Partners’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Buy |
1,043
+1,000
| +2,326% | +$106K | 0.02% | 258 |
|
|
2025
Q1 | $4.14K | Hold |
43
| – | – | ﹤0.01% | 609 |
|
|
2024
Q4 | $4.06K | Sell |
43
-1,000
| -96% | -$94.5K | ﹤0.01% | 629 |
|
|
2024
Q3 | $80.9K | Buy |
1,043
+985
| +1,698% | +$76.4K | 0.01% | 276 |
|
|
2024
Q2 | $3.5K | Sell |
58
-1,000
| -95% | -$60.3K | ﹤0.01% | 615 |
|
|
2024
Q1 | $72.3K | Sell |
1,058
-1,254
| -54% | -$85.7K | 0.01% | 306 |
|
|
2023
Q4 | $135K | Sell |
2,312
-213
| -8% | -$12.5K | 0.03% | 248 |
|
|
2023
Q3 | $148K | Buy |
2,525
+1,434
| +131% | +$84.1K | 0.03% | 226 |
|
|
2023
Q2 | $82.5K | Buy |
1,091
+50
| +5% | +$3.78K | 0.02% | 296 |
|
|
2023
Q1 | $69.2K | Sell |
1,041
-836
| -45% | -$55.6K | 0.02% | 303 |
|
|
2022
Q4 | $91.8K | Buy |
+1,877
| New | +$91.8K | 0.03% | 273 |
|
|
2022
Q3 | – | Sell |
-2,566
| Closed | -$145K | – | 519 |
|
|
2022
Q2 | $145K | Buy |
2,566
+1,566
| +157% | +$88.5K | 0.04% | 206 |
|
|
2022
Q1 | $68K | Buy |
+1,000
| New | +$68K | 0.02% | 374 |
|