Independent Advisor Alliance’s Fortinet FTNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.79M Sell
35,812
-95
-0.3% -$10K 0.11% 162
2025
Q1
$3.46M Buy
35,907
+2,960
+9% +$285K 0.11% 163
2024
Q4
$3.11M Buy
32,947
+13,467
+69% +$1.27M 0.04% 394
2024
Q3
$1.51M Buy
19,480
+1,087
+6% +$84.3K 0.06% 261
2024
Q2
$1.11M Buy
18,393
+1,258
+7% +$75.8K 0.04% 308
2024
Q1
$1.17M Sell
17,135
-169
-1% -$11.5K 0.04% 295
2023
Q4
$1.01M Sell
17,304
-44,101
-72% -$2.58M 0.04% 308
2023
Q3
$3.6M Buy
61,405
+12,821
+26% +$752K 0.16% 120
2023
Q2
$3.67M Buy
48,584
+1,072
+2% +$81K 0.16% 121
2023
Q1
$3.16M Sell
47,512
-8,760
-16% -$582K 0.15% 127
2022
Q4
$2.75K Buy
56,272
+349
+0.6% +$17 ﹤0.01% 223
2022
Q3
$2.75M Sell
55,923
-1,352
-2% -$66.4K 0.16% 122
2022
Q2
$3.24M Buy
57,275
+225
+0.4% +$12.7K 0.18% 113
2022
Q1
$3.9M Buy
57,050
+30,495
+115% +$2.08M 0.19% 106
2021
Q4
$1.91M Buy
26,555
+610
+2% +$43.9K 0.09% 167
2021
Q3
$1.52M Buy
+25,945
New +$1.52M 0.08% 192
2021
Q1
Sell
-9,330
Closed -$277K 599
2020
Q4
$277K Sell
9,330
-1,185
-11% -$35.2K 0.02% 444
2020
Q3
$248K Sell
10,515
-96,835
-90% -$2.28M 0.02% 419
2020
Q2
$2.95M Buy
+107,350
New +$2.95M 0.32% 65