EverSource Wealth Advisors’s Fortinet FTNT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$725K Buy
6,854
+3,274
+91% +$346K 0.03% 355
2025
Q1
$345K Buy
3,580
+1,100
+44% +$106K 0.02% 477
2024
Q4
$234K Buy
2,480
+1,757
+243% +$166K 0.01% 597
2024
Q3
$56.1K Buy
723
+84
+13% +$6.51K ﹤0.01% 1021
2024
Q2
$37.1K Sell
639
-514
-45% -$29.8K ﹤0.01% 1237
2024
Q1
$72.8K Buy
1,153
+88
+8% +$5.56K 0.01% 834
2023
Q4
$62.3K Buy
1,065
+38
+4% +$2.22K 0.01% 814
2023
Q3
$60.3K Buy
1,027
+52
+5% +$3.05K 0.01% 746
2023
Q2
$73.7K Buy
975
+615
+171% +$46.5K 0.01% 689
2023
Q1
$23.9K Sell
360
-627
-64% -$41.7K ﹤0.01% 1009
2022
Q4
$48.3K Sell
987
-345
-26% -$16.9K 0.01% 775
2022
Q3
$65K Buy
1,332
+277
+26% +$13.5K 0.01% 563
2022
Q2
$60K Sell
1,055
-170
-14% -$9.67K 0.02% 563
2022
Q1
$84K Sell
1,225
-35
-3% -$2.4K 0.02% 365
2021
Q4
$90K Buy
+1,260
New +$90K 0.03% 320