J.W. Cole 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 | $1.88M | Buy |
17,737
+3,156
| +22% | +$334K | 0.04% | 436 |
|
|
2025
Q1 | $1.4M | Buy |
14,581
+3,751
| +35% | +$361K | 0.04% | 420 |
|
|
2024
Q4 | $1.02M | Buy |
10,830
+625
| +6% | +$59.1K | 0.04% | 409 |
|
|
2024
Q3 | $791K | Buy |
10,205
+5,091
| +100% | +$395K | 0.03% | 451 |
|
|
2024
Q2 | $308K | Buy |
+5,114
| New | +$308K | 0.01% | 693 |
|
|
2022
Q1 | – | Sell |
-3,035
| Closed | -$218K | – | 829 |
|
|
2021
Q4 | $218K | Sell |
3,035
-470
| -13% | -$33.8K | 0.01% | 759 |
|
|
2021
Q3 | $205K | Buy |
+3,505
| New | +$205K | 0.01% | 438 |
|