JGP Wealth Management’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
13,778
+169
| +1% | +$17.9K | 0.18% | 75 |
|
|
2025
Q1 | $1.31M | Sell |
13,609
-2,480
| -15% | -$239K | 0.17% | 78 |
|
|
2024
Q4 | $1.52M | Buy |
16,089
+54
| +0.3% | +$5.1K | 0.2% | 71 |
|
|
2024
Q3 | $1.24M | Buy |
16,035
+532
| +3% | +$41.3K | 0.16% | 79 |
|
|
2024
Q2 | $934K | Buy |
15,503
+653
| +4% | +$39.4K | 0.13% | 83 |
|
|
2024
Q1 | $1.01M | Sell |
14,850
-185
| -1% | -$12.6K | 0.15% | 83 |
|
|
2023
Q4 | $880K | Sell |
15,035
-1
| -0% | -$59 | 0.13% | 94 |
|
|
2023
Q3 | $882K | Sell |
15,036
-63
| -0.4% | -$3.7K | 0.15% | 86 |
|
|
2023
Q2 | $1.14M | Sell |
15,099
-247
| -2% | -$18.7K | 0.19% | 76 |
|
|
2023
Q1 | $1.02M | Sell |
15,346
-6
| -0% | -$399 | 0.18% | 79 |
|
|
2022
Q4 | $751K | Buy |
15,352
+430
| +3% | +$21K | 0.14% | 88 |
|
|
2022
Q3 | $768K | Buy |
14,922
+1,920
| +15% | +$98.8K | 0.16% | 83 |
|
|
2022
Q2 | $778K | Buy |
13,002
+47
| +0.4% | +$2.81K | 0.16% | 82 |
|
|
2022
Q1 | $870K | Sell |
12,955
-3,040
| -19% | -$204K | 0.16% | 81 |
|
|
2021
Q4 | $971K | Buy |
15,995
+1,740
| +12% | +$106K | 0.18% | 77 |
|
|
2021
Q3 | $833K | Buy |
14,255
+1,040
| +8% | +$60.8K | 0.18% | 78 |
|
|
2021
Q2 | $630K | Buy |
+13,215
| New | +$630K | 0.14% | 88 |
|