IFWM
Institute for Wealth Management’s Fortinet FTNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.98M | Sell |
56,573
-105
| -0.2% | -$11.1K | 0.67% | 26 |
|
|
2025
Q1 | $5.46M | Sell |
56,678
-805
| -1% | -$77.5K | 0.7% | 22 |
|
|
2024
Q4 | $5.43M | Sell |
57,483
-260
| -0.5% | -$24.6K | 0.68% | 22 |
|
|
2024
Q3 | $4.48M | Buy |
57,743
+43
| +0.1% | +$3.34K | 0.57% | 33 |
|
|
2024
Q2 | $3.48M | Buy |
57,700
+780
| +1% | +$47K | 0.47% | 39 |
|
|
2024
Q1 | $3.89M | Sell |
56,920
-112
| -0.2% | -$7.65K | 0.5% | 37 |
|
|
2023
Q4 | $3.34M | Sell |
57,032
-657
| -1% | -$38.5K | 0.54% | 37 |
|
|
2023
Q3 | $3.39M | Sell |
57,689
-211
| -0.4% | -$12.4K | 0.61% | 31 |
|
|
2023
Q2 | $4.38M | Buy |
57,900
+9
| +0% | +$680 | 0.74% | 16 |
|
|
2023
Q1 | $3.85M | Sell |
57,891
-601
| -1% | -$39.9K | 0.73% | 20 |
|
|
2022
Q4 | $2.86M | Sell |
58,492
-1,041
| -2% | -$50.9K | 0.6% | 34 |
|
|
2022
Q3 | $2.93M | Hold |
59,533
| – | – | 0.66% | 30 |
|
|
2022
Q2 | $3.37M | Buy |
59,533
+47,562
| +397% | +$2.69M | 0.66% | 24 |
|
|
2022
Q1 | $4.09M | Sell |
11,971
-27
| -0.2% | -$9.23K | 0.66% | 23 |
|
|
2021
Q4 | $4.31M | Sell |
11,998
-149
| -1% | -$53.6K | 0.7% | 23 |
|
|
2021
Q3 | $3.55M | Sell |
12,147
-56
| -0.5% | -$16.4K | 0.62% | 28 |
|
|
2021
Q2 | $2.91M | Hold |
12,203
| – | – | 0.51% | 42 |
|
|
2021
Q1 | $2.25M | Sell |
12,203
-124
| -1% | -$22.9K | 0.43% | 56 |
|
|
2020
Q4 | $1.83M | Sell |
12,327
-299
| -2% | -$44.4K | 0.36% | 67 |
|
|
2020
Q3 | $1.49M | Buy |
12,626
+81
| +0.6% | +$9.54K | 0.34% | 75 |
|
|
2020
Q2 | $1.72M | Hold |
12,545
| – | – | 0.42% | 50 |
|
|
2020
Q1 | $1.27M | Buy |
+12,545
| New | +$1.27M | 0.39% | 59 |
|
|
2019
Q2 | – | Sell |
-16,541
| Closed | -$1.39M | – | 478 |
|
|
2019
Q1 | $1.39M | Hold |
16,541
| – | – | 0.3% | 81 |
|
|
2018
Q4 | $1.17M | Sell |
16,541
-198
| -1% | -$13.9K | 0.48% | 57 |
|
|
2018
Q3 | $1.5M | Hold |
16,739
| – | – | 0.51% | 61 |
|
|
2018
Q2 | $1.04M | Sell |
16,739
-19
| -0.1% | -$1.19K | 0.33% | 105 |
|
|
2018
Q1 | $931K | Sell |
16,758
-4
| -0% | -$222 | 0.27% | 132 |
|
|
2017
Q4 | $731K | Sell |
16,762
-1,540
| -8% | -$67.2K | 0.17% | 174 |
|
|
2017
Q3 | $658K | Buy |
18,302
+4
| +0% | +$144 | 0.21% | 157 |
|
|
2017
Q2 | $684K | Buy |
+18,298
| New | +$684K | 0.19% | 177 |
|