Crewe 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 | $180K | Buy |
1,701
+6
| +0.4% | +$634 | 0.03% | 161 |
|
|
2025
Q1 | $163K | Hold |
1,695
| – | – | 0.02% | 157 |
|
|
2024
Q4 | $160K | Sell |
1,695
-263
| -13% | -$24.8K | 0.02% | 163 |
|
|
2024
Q3 | $152K | Buy |
1,958
+158
| +9% | +$12.3K | 0.02% | 179 |
|
|
2024
Q2 | $108K | Buy |
1,800
+195
| +12% | +$11.8K | 0.01% | 258 |
|
|
2024
Q1 | $110K | Buy |
+1,605
| New | +$110K | 0.01% | 258 |
|
|
2023
Q4 | – | Sell |
-2,162
| Closed | -$127K | – | 530 |
|
|
2023
Q3 | $127K | Sell |
2,162
-191
| -8% | -$11.2K | 0.02% | 90 |
|
|
2023
Q2 | $178K | Buy |
2,353
+253
| +12% | +$19.1K | 0.03% | 152 |
|
|
2023
Q1 | $140K | Sell |
2,100
-275
| -12% | -$18.3K | 0.02% | 194 |
|
|
2022
Q4 | $116K | Sell |
2,375
-357
| -13% | -$17.5K | 0.02% | 203 |
|
|
2022
Q3 | $134K | Buy |
2,732
+112
| +4% | +$5.49K | 0.02% | 192 |
|
|
2022
Q2 | $148K | Buy |
2,620
+745
| +40% | +$42.1K | 0.03% | 170 |
|
|
2022
Q1 | $128K | Buy |
1,875
+1,275
| +213% | +$87K | 0.03% | 153 |
|
|
2021
Q4 | $43K | Buy |
+600
| New | +$43K | 0.01% | 201 |
|