GIM
Groesbeck Investment Management’s Fortinet FTNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.41M | Hold |
14,649
| – | – | 1.97% | 15 |
|
|
2024
Q4 | $1.38M | Buy |
14,649
+765
| +6% | +$72.3K | 1.8% | 17 |
|
|
2024
Q3 | $1.08M | Sell |
13,884
-130
| -0.9% | -$10.1K | 1.58% | 20 |
|
|
2024
Q2 | $845K | Buy |
14,014
+124
| +0.9% | +$7.48K | 1.17% | 30 |
|
|
2024
Q1 | $949K | Buy |
13,890
+1,550
| +13% | +$106K | 1.01% | 35 |
|
|
2023
Q4 | $722K | Buy |
12,340
+120
| +1% | +$7.02K | 1% | 33 |
|
|
2023
Q3 | $717K | Sell |
12,220
-2,200
| -15% | -$129K | 1.09% | 33 |
|
|
2023
Q2 | $1.14M | Buy |
14,420
+2,700
| +23% | +$214K | 1.74% | 16 |
|
|
2023
Q1 | $779K | Hold |
11,720
| – | – | 1.17% | 30 |
|
|
2022
Q4 | $573K | Buy |
11,720
+45
| +0.4% | +$2.2K | 0.96% | 37 |
|
|
2022
Q3 | $661K | Hold |
11,675
| – | – | 1.09% | 30 |
|
|
2022
Q2 | $661K | Buy |
11,675
+9,340
| +400% | +$529K | 1.09% | 30 |
|
|
2022
Q1 | $798K | Hold |
2,335
| – | – | 0.89% | 40 |
|
|
2021
Q4 | $839K | Sell |
2,335
-500
| -18% | -$180K | 1.07% | 30 |
|
|
2021
Q3 | $828K | Hold |
2,835
| – | – | 0.96% | 31 |
|
|
2021
Q2 | $675K | Hold |
2,835
| – | – | 0.86% | 44 |
|
|
2021
Q1 | $523K | Buy |
2,835
+1,235
| +77% | +$228K | 0.75% | 50 |
|
|
2020
Q4 | $238K | Buy |
+1,600
| New | +$238K | 0.39% | 79 |
|