Creative Planning’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.2M | Sell |
285,297
-7,488
| -3% | -$792K | 0.03% | 249 |
|
|
2025
Q1 | $28.2M | Buy |
292,785
+51,386
| +21% | +$4.95M | 0.03% | 248 |
|
|
2024
Q4 | $22.8M | Buy |
241,399
+137,121
| +131% | +$13M | 0.02% | 269 |
|
|
2024
Q3 | $8.09M | Sell |
104,278
-59,089
| -36% | -$4.58M | 0.01% | 505 |
|
|
2024
Q2 | $9.85M | Buy |
163,367
+10,365
| +7% | +$625K | 0.01% | 414 |
|
|
2024
Q1 | $10.5M | Buy |
153,002
+4,336
| +3% | +$296K | 0.01% | 392 |
|
|
2023
Q4 | $8.7M | Buy |
148,666
+33,386
| +29% | +$1.95M | 0.02% | 412 |
|
|
2023
Q3 | $6.76M | Buy |
115,280
+39,551
| +52% | +$2.32M | 0.01% | 446 |
|
|
2023
Q2 | $5.72M | Buy |
75,729
+20,018
| +36% | +$1.51M | 0.01% | 484 |
|
|
2023
Q1 | $3.7M | Buy |
55,711
+3,010
| +6% | +$200K | 0.01% | 578 |
|
|
2022
Q4 | $2.58M | Buy |
52,701
+7,056
| +15% | +$345K | ﹤0.01% | 669 |
|
|
2022
Q3 | $2.24M | Sell |
45,645
-3,781
| -8% | -$186K | ﹤0.01% | 668 |
|
|
2022
Q2 | $2.8M | Buy |
49,426
+3,681
| +8% | +$208K | ﹤0.01% | 602 |
|
|
2022
Q1 | $3.13M | Sell |
45,745
-1,195
| -3% | -$81.7K | ﹤0.01% | 584 |
|
|
2021
Q4 | $3.37M | Buy |
46,940
+615
| +1% | +$44.2K | 0.01% | 526 |
|
|
2021
Q3 | $2.71M | Sell |
46,325
-755
| -2% | -$44.1K | ﹤0.01% | 588 |
|
|
2021
Q2 | $2.24M | Sell |
47,080
-12,430
| -21% | -$592K | ﹤0.01% | 632 |
|
|
2021
Q1 | $2.2M | Sell |
59,510
-7,450
| -11% | -$275K | ﹤0.01% | 676 |
|
|
2020
Q4 | $1.99M | Buy |
66,960
+29,730
| +80% | +$883K | ﹤0.01% | 668 |
|
|
2020
Q3 | $877K | Sell |
37,230
-26,360
| -41% | -$621K | ﹤0.01% | 848 |
|
|
2020
Q2 | $1.75M | Buy |
63,590
+34,455
| +118% | +$946K | 0.01% | 539 |
|
|
2020
Q1 | $590K | Buy |
29,135
+1,230
| +4% | +$24.9K | ﹤0.01% | 857 |
|
|
2019
Q4 | $596K | Sell |
27,905
-55
| -0.2% | -$1.18K | ﹤0.01% | 1011 |
|
|
2019
Q3 | $429K | Buy |
27,960
+2,360
| +9% | +$36.2K | ﹤0.01% | 1144 |
|
|
2019
Q2 | $393K | Sell |
25,600
-56,715
| -69% | -$871K | ﹤0.01% | 1201 |
|
|
2019
Q1 | $1.38M | Sell |
82,315
-4,895
| -6% | -$82.2K | 0.01% | 603 |
|
|
2018
Q4 | $1.23M | Buy |
87,210
+11,330
| +15% | +$160K | 0.01% | 587 |
|
|
2018
Q3 | $1.4M | Buy |
75,880
+7,565
| +11% | +$140K | 0.01% | 608 |
|
|
2018
Q2 | $853K | Buy |
68,315
+43,435
| +175% | +$542K | ﹤0.01% | 818 |
|
|
2018
Q1 | $267K | Buy |
+24,880
| New | +$267K | ﹤0.01% | 1403 |
|
|
2017
Q3 | – | Sell |
-21,665
| Closed | -$162K | – | 2489 |
|
|
2017
Q2 | $162K | Buy |
21,665
+11,720
| +118% | +$87.6K | ﹤0.01% | 1631 |
|
|
2017
Q1 | $76K | Buy |
9,945
+1,600
| +19% | +$12.2K | ﹤0.01% | 2126 |
|
|
2016
Q4 | $50K | Buy |
8,345
+160
| +2% | +$959 | ﹤0.01% | 2370 |
|
|
2016
Q3 | $60K | Sell |
8,185
-905
| -10% | -$6.63K | ﹤0.01% | 2196 |
|
|
2016
Q2 | $57K | Sell |
9,090
-99,630
| -92% | -$625K | ﹤0.01% | 2038 |
|
|
2016
Q1 | $666K | Buy |
108,720
+100,040
| +1,153% | +$613K | 0.01% | 636 |
|
|
2015
Q4 | $54K | Sell |
8,680
-4,480
| -34% | -$27.9K | ﹤0.01% | 2034 |
|
|
2015
Q3 | $112K | Buy |
+13,160
| New | +$112K | ﹤0.01% | 1519 |
|
|
2015
Q2 | – | Sell |
-7,415
| Closed | -$52K | – | 1704 |
|
|
2015
Q1 | $52K | Buy |
7,415
+1,500
| +25% | +$10.5K | ﹤0.01% | 1994 |
|
|
2014
Q4 | $36K | Buy |
5,915
+395
| +7% | +$2.4K | ﹤0.01% | 2192 |
|
|
2014
Q3 | $28K | Hold |
5,520
| – | – | ﹤0.01% | 2277 |
|
|
2014
Q2 | $28K | Hold |
5,520
| – | – | ﹤0.01% | 2248 |
|
|
2014
Q1 | $24K | Sell |
5,520
-4,480
| -45% | -$19.5K | ﹤0.01% | 2243 |
|
|
2013
Q4 | $38K | Buy |
+10,000
| New | +$38K | ﹤0.01% | 1775 |
|