Integrated Wealth Concepts’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Buy |
24,790
+10,857
| +78% | +$1.15M | 0.03% | 532 |
|
|
2025
Q1 | $1.34M | Buy |
13,933
+194
| +1% | +$18.7K | 0.02% | 702 |
|
|
2024
Q4 | $1.3M | Buy |
13,739
+1,734
| +14% | +$164K | 0.02% | 714 |
|
|
2024
Q3 | $931K | Buy |
12,005
+1,088
| +10% | +$84.4K | 0.01% | 832 |
|
|
2024
Q2 | $658K | Sell |
10,917
-219
| -2% | -$13.2K | 0.01% | 935 |
|
|
2024
Q1 | $761K | Buy |
11,136
+3,089
| +38% | +$211K | 0.01% | 874 |
|
|
2023
Q4 | $471K | Sell |
8,047
-1,440
| -15% | -$84.3K | 0.01% | 1024 |
|
|
2023
Q3 | $557K | Sell |
9,487
-295
| -3% | -$17.3K | 0.01% | 939 |
|
|
2023
Q2 | $739K | Buy |
9,782
+1,194
| +14% | +$90.3K | 0.01% | 809 |
|
|
2023
Q1 | $571K | Buy |
8,588
+2,851
| +50% | +$190K | 0.01% | 813 |
|
|
2022
Q4 | $280K | Sell |
5,737
-615
| -10% | -$30K | 0.01% | 840 |
|
|
2022
Q3 | $312K | Sell |
6,352
-418
| -6% | -$20.5K | 0.01% | 723 |
|
|
2022
Q2 | $383K | Buy |
6,770
+1,895
| +39% | +$107K | 0.01% | 674 |
|
|
2022
Q1 | $333K | Sell |
4,875
-2,160
| -31% | -$148K | 0.01% | 708 |
|
|
2021
Q4 | $506K | Buy |
7,035
+360
| +5% | +$25.9K | 0.02% | 613 |
|
|
2021
Q3 | $390K | Buy |
+6,675
| New | +$390K | 0.01% | 642 |
|