Investment Advisory Group’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $535K | Buy |
5,063
+3
| +0.1% | +$317 | 0.16% | 102 |
|
|
2025
Q1 | $487K | Buy |
5,060
+2
| +0% | +$193 | 0.16% | 99 |
|
|
2024
Q4 | $478K | Hold |
5,058
| – | – | 0.16% | 100 |
|
|
2024
Q3 | $392K | Buy |
5,058
+32
| +0.6% | +$2.48K | 0.14% | 108 |
|
|
2024
Q2 | $303K | Sell |
5,026
-6
| -0.1% | -$362 | 0.12% | 119 |
|
|
2024
Q1 | $344K | Buy |
5,032
+24
| +0.5% | +$1.64K | 0.14% | 107 |
|
|
2023
Q4 | $293K | Sell |
5,008
-2
| -0% | -$117 | 0.13% | 109 |
|
|
2023
Q3 | $294K | Buy |
5,010
+10
| +0.2% | +$587 | 0.15% | 99 |
|
|
2023
Q2 | $378K | Hold |
5,000
| – | – | 0.19% | 86 |
|
|
2023
Q1 | $332K | Hold |
5,000
| – | – | 0.19% | 90 |
|
|
2022
Q4 | $244K | Hold |
5,000
| – | – | 0.15% | 115 |
|
|
2022
Q3 | $246K | Buy |
+5,000
| New | +$246K | 0.17% | 103 |
|