Integrated Wealth Concepts’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Buy |
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|
2025
Q1 | $1.34M | Buy |
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|
2024
Q4 | $1.3M | Buy |
|
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|
2024
Q3 | $931K | Buy |
|
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|
2024
Q2 | $658K | Sell |
|
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|
2024
Q1 | $761K | Buy |
|
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|
2023
Q4 | $471K | Sell |
|
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|
2023
Q3 | $557K | Sell |
|
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|
2023
Q2 | $739K | Buy |
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|
2023
Q1 | $571K | Buy |
|
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|
2022
Q4 | $280K | Sell |
|
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|
2022
Q3 | $312K | Sell |
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|
2022
Q2 | $383K | Buy |
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|
2022
Q1 | $333K | Sell |
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|
2021
Q4 | $506K | Buy |
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|
2021
Q3 | $390K | Buy |
|