HHM 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 | $577K | Sell |
5,460
-100
| -2% | -$10.6K | 0.07% | 106 |
|
2025
Q1 | $535K | Buy |
5,560
+190
| +4% | +$18.3K | 0.07% | 100 |
|
2024
Q4 | $507K | Sell |
5,370
-230
| -4% | -$21.7K | 0.07% | 101 |
|
2024
Q3 | $434K | Buy |
5,600
+217
| +4% | +$16.8K | 0.06% | 103 |
|
2024
Q2 | $324K | Buy |
5,383
+266
| +5% | +$16K | 0.05% | 127 |
|
2024
Q1 | $350K | Hold |
5,117
| – | – | 0.06% | 98 |
|
2023
Q4 | $299K | Hold |
5,117
| – | – | 0.05% | 103 |
|
2023
Q3 | $300K | Buy |
5,117
+117
| +2% | +$6.87K | 0.06% | 98 |
|
2023
Q2 | $378K | Hold |
5,000
| – | – | 0.07% | 87 |
|
2023
Q1 | $332K | Hold |
5,000
| – | – | 0.07% | 94 |
|
2022
Q4 | $244K | Hold |
5,000
| – | – | 0.06% | 105 |
|
2022
Q3 | $246K | Hold |
5,000
| – | – | 0.06% | 95 |
|
2022
Q2 | $283K | Hold |
5,000
| – | – | 0.07% | 102 |
|
2022
Q1 | $342K | Hold |
5,000
| – | – | 0.08% | 98 |
|
2021
Q4 | $359K | Hold |
5,000
| – | – | 0.09% | 90 |
|
2021
Q3 | $292K | Hold |
5,000
| – | – | 0.08% | 97 |
|
2021
Q2 | $238K | Hold |
5,000
| – | – | 0.06% | 119 |
|
2021
Q1 | $184K | Hold |
5,000
| – | – | 0.06% | 120 |
|
2020
Q4 | $149K | Buy |
+5,000
| New | +$149K | 0.05% | 126 |
|