Forum Financial Management’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $886K | Buy |
8,376
+5
| +0.1% | +$529 | 0.01% | 239 |
|
|
2025
Q1 | $806K | Buy |
8,371
+2
| +0% | +$193 | 0.01% | 242 |
|
|
2024
Q4 | $791K | Buy |
8,369
+34
| +0.4% | +$3.21K | 0.01% | 246 |
|
|
2024
Q3 | $646K | Buy |
8,335
+783
| +10% | +$60.7K | 0.01% | 261 |
|
|
2024
Q2 | $455K | Buy |
7,552
+27
| +0.4% | +$1.63K | 0.01% | 337 |
|
|
2024
Q1 | $514K | Buy |
7,525
+25
| +0.3% | +$1.71K | 0.01% | 314 |
|
|
2023
Q4 | $439K | Hold |
7,500
| – | – | 0.01% | 324 |
|
|
2023
Q3 | $440K | Hold |
7,500
| – | – | 0.01% | 314 |
|
|
2023
Q2 | $567K | Hold |
7,500
| – | – | 0.01% | 268 |
|
|
2023
Q1 | $498K | Hold |
7,500
| – | – | 0.01% | 264 |
|
|
2022
Q4 | $367K | Hold |
7,500
| – | – | 0.01% | 336 |
|
|
2022
Q3 | $368K | Hold |
7,500
| – | – | 0.02% | 290 |
|
|
2022
Q2 | $424K | Buy |
+7,500
| New | +$424K | 0.02% | 262 |
|
|
2022
Q1 | – | Sell |
-8,900
| Closed | -$640K | – | 637 |
|
|
2021
Q4 | $640K | Buy |
+8,900
| New | +$640K | 0.03% | 194 |
|