JFS Wealth 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 | $67.1K | Sell |
635
-71
| -10% | -$7.51K | ﹤0.01% | 426 |
|
2025
Q1 | $68K | Sell |
706
-56
| -7% | -$5.39K | ﹤0.01% | 422 |
|
2024
Q4 | $72K | Sell |
762
-12
| -2% | -$1.13K | ﹤0.01% | 401 |
|
2024
Q3 | $60K | Sell |
774
-7
| -0.9% | -$543 | ﹤0.01% | 437 |
|
2024
Q2 | $47.1K | Sell |
781
-10
| -1% | -$603 | ﹤0.01% | 427 |
|
2024
Q1 | $54K | Buy |
791
+67
| +9% | +$4.58K | ﹤0.01% | 413 |
|
2023
Q4 | $42.4K | Buy |
724
+37
| +5% | +$2.17K | ﹤0.01% | 434 |
|
2023
Q3 | $40.3K | Sell |
687
-25
| -4% | -$1.47K | ﹤0.01% | 405 |
|
2023
Q2 | $53.8K | Sell |
712
-10
| -1% | -$756 | ﹤0.01% | 363 |
|
2023
Q1 | $48K | Buy |
722
+22
| +3% | +$1.46K | ﹤0.01% | 378 |
|
2022
Q4 | $34.2K | Sell |
700
-88
| -11% | -$4.3K | ﹤0.01% | 421 |
|
2022
Q3 | $39K | Buy |
788
+143
| +22% | +$7.08K | ﹤0.01% | 434 |
|
2022
Q2 | $36K | Sell |
645
-100
| -13% | -$5.58K | ﹤0.01% | 458 |
|
2022
Q1 | $51K | Buy |
745
+560
| +303% | +$38.3K | ﹤0.01% | 424 |
|
2021
Q4 | $13K | Buy |
185
+90
| +95% | +$6.32K | ﹤0.01% | 644 |
|
2021
Q3 | $6K | Hold |
95
| – | – | ﹤0.01% | 699 |
|
2021
Q2 | $5K | Hold |
95
| – | – | ﹤0.01% | 490 |
|
2021
Q1 | $4K | Hold |
95
| – | – | ﹤0.01% | 484 |
|
2020
Q4 | $3K | Hold |
95
| – | – | ﹤0.01% | 507 |
|
2020
Q3 | $2K | Hold |
95
| – | – | ﹤0.01% | 513 |
|
2020
Q2 | $3K | Hold |
95
| – | – | ﹤0.01% | 462 |
|
2020
Q1 | $2K | Sell |
95
-55
| -37% | -$1.16K | ﹤0.01% | 438 |
|
2019
Q4 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 432 |
|