IWS
Insight Wealth Strategies’s Fortinet FTNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.33M | Sell |
42,271
-101
| -0.2% | -$10.3K | 0.55% | 57 |
|
|
2025
Q1 | $4.08M | Sell |
42,372
-369
| -0.9% | -$35.5K | 0.55% | 52 |
|
|
2024
Q4 | $4.04M | Buy |
42,741
+18,906
| +79% | +$1.79M | 0.54% | 57 |
|
|
2024
Q3 | $1.85M | Buy |
23,835
+1,174
| +5% | +$91K | 0.24% | 102 |
|
|
2024
Q2 | $1.37M | Buy |
22,661
+781
| +4% | +$47.1K | 0.19% | 110 |
|
|
2024
Q1 | $1.49M | Buy |
21,880
+332
| +2% | +$22.7K | 0.22% | 113 |
|
|
2023
Q4 | $1.26M | Buy |
21,548
+1,611
| +8% | +$94.3K | 0.2% | 109 |
|
|
2023
Q3 | $1.17M | Buy |
19,937
+7,149
| +56% | +$420K | 0.23% | 95 |
|
|
2023
Q2 | $967K | Sell |
12,788
-167
| -1% | -$12.6K | 0.19% | 94 |
|
|
2023
Q1 | $861K | Sell |
12,955
-457
| -3% | -$30.4K | 0.17% | 95 |
|
|
2022
Q4 | $656K | Sell |
13,412
-364
| -3% | -$17.8K | 0.13% | 101 |
|
|
2022
Q3 | $779K | Hold |
13,776
| – | – | 0.14% | 102 |
|
|
2022
Q2 | $779K | Buy |
13,776
+6,229
| +83% | +$352K | 0.14% | 102 |
|
|
2022
Q1 | $2.58M | Buy |
7,547
+134
| +2% | +$45.8K | 0.38% | 35 |
|
|
2021
Q4 | $2.66M | Sell |
7,413
-583
| -7% | -$210K | 0.38% | 34 |
|
|
2021
Q3 | $2.34M | Sell |
7,996
-1,078
| -12% | -$315K | 0.33% | 41 |
|
|
2021
Q2 | $2.16M | Sell |
9,074
-4,840
| -35% | -$1.15M | 0.31% | 37 |
|
|
2021
Q1 | $2.57M | Buy |
13,914
+1,033
| +8% | +$191K | 0.34% | 35 |
|
|
2020
Q4 | $1.91M | Buy |
12,881
+3,026
| +31% | +$449K | 0.32% | 39 |
|
|
2020
Q3 | $1.16M | Buy |
9,855
+4,131
| +72% | +$487K | 0.22% | 53 |
|
|
2020
Q2 | $786K | Buy |
+5,724
| New | +$786K | 0.18% | 59 |
|