Great Valley Advisor Group’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $659K | Buy |
6,231
+486
| +8% | +$51.4K | 0.01% | 534 |
|
|
2025
Q1 | $553K | Buy |
5,745
+163
| +3% | +$15.7K | 0.01% | 571 |
|
|
2024
Q4 | $527K | Buy |
5,582
+1,242
| +29% | +$117K | 0.01% | 568 |
|
|
2024
Q3 | $337K | Hold |
4,340
| – | – | 0.01% | 658 |
|
|
2024
Q2 | $261K | Sell |
4,340
-1,216
| -22% | -$73.2K | 0.01% | 675 |
|
|
2024
Q1 | $379K | Buy |
5,556
+37
| +0.7% | +$2.53K | 0.01% | 555 |
|
|
2023
Q4 | $323K | Sell |
5,519
-2,795
| -34% | -$164K | 0.01% | 561 |
|
|
2023
Q3 | $488K | Buy |
8,314
+1,430
| +21% | +$83.9K | 0.02% | 440 |
|
|
2023
Q2 | $520K | Buy |
6,884
+540
| +9% | +$40.8K | 0.02% | 433 |
|
|
2023
Q1 | $422K | Sell |
6,344
-575
| -8% | -$38.2K | 0.02% | 465 |
|
|
2022
Q4 | $338K | Sell |
6,919
-13,615
| -66% | -$666K | 0.02% | 514 |
|
|
2022
Q3 | $1.01M | Buy |
20,534
+689
| +3% | +$33.9K | 0.06% | 307 |
|
|
2022
Q2 | $1.12M | Buy |
+19,845
| New | +$1.12M | 0.06% | 288 |
|