JWM
Jackson Wealth Management’s Fortinet FTNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.82M | Sell |
64,519
-390
| -0.6% | -$41.2K | 0.74% | 37 |
|
|
2025
Q1 | $6.25M | Buy |
64,909
+14,833
| +30% | +$1.43M | 0.76% | 38 |
|
|
2024
Q4 | $4.73M | Buy |
+50,076
| New | +$4.73M | 0.54% | 47 |
|
|
2023
Q4 | – | Sell |
-16,457
| Closed | -$966K | – | 148 |
|
|
2023
Q3 | $966K | Sell |
16,457
-362
| -2% | -$21.2K | 0.14% | 84 |
|
|
2023
Q2 | $1.27M | Buy |
16,819
+323
| +2% | +$24.4K | 0.19% | 73 |
|
|
2023
Q1 | $1.1M | Buy |
16,496
+4,343
| +36% | +$289K | 0.82% | 45 |
|
|
2022
Q4 | $594K | Sell |
12,153
-10,196
| -46% | -$498K | 0.22% | 66 |
|
|
2022
Q3 | $1.1M | Buy |
22,349
+13,947
| +166% | +$685K | 0.22% | 74 |
|
|
2022
Q2 | $475K | Buy |
+8,402
| New | +$475K | 0.22% | 78 |
|