IPG Investment Advisors’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-2,239
| Closed | -$216K | – | 187 |
|
2025
Q1 | $216K | Buy |
+2,239
| New | +$216K | 0.05% | 153 |
|
2024
Q1 | – | Sell |
-5,350
| Closed | -$313K | – | 185 |
|
2023
Q4 | $313K | Sell |
5,350
-7,780
| -59% | -$455K | 0.06% | 140 |
|
2023
Q3 | $770K | Buy |
13,130
+3,555
| +37% | +$209K | 0.17% | 80 |
|
2023
Q2 | $724K | Buy |
+9,575
| New | +$724K | 0.16% | 81 |
|