Heritage Wealth Advisors’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429K | Hold |
4,057
| – | – | 0.02% | 145 |
|
|
2025
Q1 | $391K | Hold |
4,057
| – | – | 0.02% | 147 |
|
|
2024
Q4 | $383K | Hold |
4,057
| – | – | 0.02% | 152 |
|
|
2024
Q3 | $315K | Hold |
4,057
| – | – | 0.01% | 176 |
|
|
2024
Q2 | $245K | Hold |
4,057
| – | – | 0.01% | 186 |
|
|
2024
Q1 | $277K | Buy |
4,057
+307
| +8% | +$21K | 0.01% | 184 |
|
|
2023
Q4 | $219K | Hold |
3,750
| – | – | 0.01% | 205 |
|
|
2023
Q3 | $220K | Hold |
3,750
| – | – | 0.01% | 193 |
|
|
2023
Q2 | $283K | Hold |
3,750
| – | – | 0.02% | 178 |
|
|
2023
Q1 | $249K | Hold |
3,750
| – | – | 0.01% | 185 |
|
|
2022
Q4 | $183K | Hold |
3,750
| – | – | 0.01% | 217 |
|
|
2022
Q3 | $184K | Hold |
3,750
| – | – | 0.01% | 203 |
|
|
2022
Q2 | $212K | Hold |
3,750
| – | – | 0.01% | 191 |
|
|
2022
Q1 | $256K | Hold |
3,750
| – | – | 0.01% | 177 |
|
|
2021
Q4 | $270K | Hold |
3,750
| – | – | 0.01% | 176 |
|
|
2021
Q3 | $219K | Hold |
3,750
| – | – | 0.01% | 193 |
|
|
2021
Q2 | $179K | Hold |
3,750
| – | – | 0.01% | 211 |
|
|
2021
Q1 | $138K | Hold |
3,750
| – | – | 0.01% | 231 |
|
|
2020
Q4 | $111K | Hold |
3,750
| – | – | 0.01% | 251 |
|
|
2020
Q3 | $88.4K | Hold |
3,750
| – | – | 0.01% | 217 |
|
|
2020
Q2 | $103K | Hold |
3,750
| – | – | 0.01% | 201 |
|
|
2020
Q1 | $75.9K | Hold |
3,750
| – | – | 0.01% | 214 |
|
|
2019
Q4 | $80.1K | Hold |
3,750
| – | – | 0.01% | 257 |
|
|
2019
Q3 | $57K | Hold |
3,750
| – | – | 0.01% | 260 |
|
|
2019
Q2 | $57.6K | Hold |
3,750
| – | – | 0.01% | 236 |
|
|
2019
Q1 | $63K | Hold |
3,750
| – | – | 0.01% | 211 |
|
|
2018
Q4 | $52K | Hold |
3,750
| – | – | 0.01% | 192 |
|
|
2018
Q3 | $69K | Buy |
+3,750
| New | +$69K | 0.01% | 174 |
|