Global Retirement Partners’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471K | Buy |
+4,459
| New | +$471K | 0.01% | 738 |
|
|
2024
Q4 | $360K | Buy |
3,807
+1,002
| +36% | +$94.7K | 0.01% | 735 |
|
|
2024
Q3 | $218K | Buy |
2,805
+106
| +4% | +$8.22K | 0.01% | 883 |
|
|
2024
Q2 | $163K | Buy |
2,699
+540
| +25% | +$32.5K | 0.01% | 974 |
|
|
2024
Q1 | $147K | Buy |
2,159
+101
| +5% | +$6.9K | 0.01% | 913 |
|
|
2023
Q4 | $128K | Sell |
2,058
-1,883
| -48% | -$117K | 0.01% | 930 |
|
|
2023
Q3 | $230K | Sell |
3,941
-491
| -11% | -$28.6K | 0.01% | 623 |
|
|
2023
Q2 | $335K | Buy |
4,432
+1,736
| +64% | +$131K | 0.02% | 537 |
|
|
2023
Q1 | $163K | Buy |
2,696
+438
| +19% | +$26.5K | 0.01% | 744 |
|
|
2022
Q4 | $110K | Buy |
2,258
+145
| +7% | +$7.09K | 0.01% | 780 |
|
|
2022
Q3 | $121K | Buy |
2,113
+573
| +37% | +$32.8K | 0.01% | 709 |
|
|
2022
Q2 | $87K | Buy |
1,540
+30
| +2% | +$1.7K | 0.01% | 798 |
|
|
2022
Q1 | $86K | Buy |
+1,510
| New | +$86K | 0.01% | 808 |
|
|
2021
Q4 | – | Sell |
-510
| Closed | -$30K | – | 803 |
|
|
2021
Q3 | $30K | Buy |
510
+45
| +10% | +$2.65K | ﹤0.01% | 1045 |
|
|
2021
Q2 | $22K | Buy |
465
+150
| +48% | +$7.1K | ﹤0.01% | 1155 |
|
|
2021
Q1 | $12K | Sell |
315
-300
| -49% | -$11.4K | ﹤0.01% | 1235 |
|
|
2020
Q4 | $18K | Buy |
615
+165
| +37% | +$4.83K | ﹤0.01% | 1066 |
|
|
2020
Q3 | $11K | Hold |
450
| – | – | ﹤0.01% | 1107 |
|
|
2020
Q2 | $12K | Hold |
450
| – | – | ﹤0.01% | 1061 |
|
|
2020
Q1 | $9K | Buy |
+450
| New | +$9K | ﹤0.01% | 1053 |
|
|
2019
Q2 | – | Sell |
-500
| Closed | -$8K | – | 1636 |
|
|
2019
Q1 | $8K | Hold |
500
| – | – | ﹤0.01% | 1107 |
|
|
2018
Q4 | $7K | Sell |
500
-1,500
| -75% | -$21K | ﹤0.01% | 1065 |
|
|
2018
Q3 | $37K | Buy |
+2,000
| New | +$37K | 0.01% | 633 |
|
|
2017
Q4 | – | Sell |
-435
| Closed | -$3K | – | 1438 |
|
|
2017
Q3 | $3K | Sell |
435
-35
| -7% | -$241 | ﹤0.01% | 1088 |
|
|
2017
Q2 | $3K | Sell |
470
-15
| -3% | -$96 | ﹤0.01% | 1023 |
|
|
2017
Q1 | $3K | Buy |
+485
| New | +$3K | ﹤0.01% | 976 |
|