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