EWM
Empirical Wealth Management’s Fortinet FTNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $705K | Buy |
6,667
+1,736
| +35% | +$184K | 0.02% | 362 |
|
|
2025
Q1 | $475K | Sell |
4,931
-573
| -10% | -$55.2K | 0.01% | 409 |
|
|
2024
Q4 | $520K | Buy |
5,504
+63
| +1% | +$5.95K | 0.01% | 380 |
|
|
2024
Q3 | $422K | Buy |
5,441
+5
| +0.1% | +$388 | 0.01% | 394 |
|
|
2024
Q2 | $328K | Sell |
5,436
-625
| -10% | -$37.7K | 0.01% | 437 |
|
|
2024
Q1 | $414K | Buy |
6,061
+1,825
| +43% | +$125K | 0.01% | 373 |
|
|
2023
Q4 | $248K | Sell |
4,236
-1,376
| -25% | -$80.5K | 0.01% | 436 |
|
|
2023
Q3 | $329K | Sell |
5,612
-199
| -3% | -$11.7K | 0.01% | 354 |
|
|
2023
Q2 | $439K | Buy |
5,811
+11
| +0.2% | +$831 | 0.02% | 330 |
|
|
2023
Q1 | $385K | Sell |
5,800
-1,025
| -15% | -$68.1K | 0.02% | 358 |
|
|
2022
Q4 | $334K | Sell |
6,825
-4,415
| -39% | -$216K | 0.02% | 367 |
|
|
2022
Q3 | $552K | Sell |
11,240
-200
| -2% | -$9.82K | 0.03% | 284 |
|
|
2022
Q2 | $647K | Buy |
11,440
+8,677
| +314% | +$491K | 0.03% | 259 |
|
|
2022
Q1 | $944K | Sell |
2,763
-340
| -11% | -$116K | 0.05% | 224 |
|
|
2021
Q4 | $1.12M | Sell |
3,103
-2,378
| -43% | -$854K | 0.06% | 194 |
|
|
2021
Q3 | $1.6M | Sell |
5,481
-1,227
| -18% | -$358K | 0.09% | 136 |
|
|
2021
Q2 | $1.6M | Buy |
6,708
+1,422
| +27% | +$339K | 0.1% | 132 |
|
|
2021
Q1 | $975K | Buy |
+5,286
| New | +$975K | 0.08% | 157 |
|
|
2020
Q1 | – | Sell |
-7,058
| Closed | -$754K | – | 330 |
|
|
2019
Q4 | $754K | Buy |
+7,058
| New | +$754K | 0.08% | 142 |
|
|
2018
Q4 | – | Sell |
-2,311
| Closed | -$213K | – | 208 |
|
|
2018
Q3 | $213K | Buy |
+2,311
| New | +$213K | 0.04% | 199 |
|