Journey Strategic Wealth’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $503K | Buy |
4,758
+343
| +8% | +$36.3K | 0.02% | 296 |
|
2025
Q1 | $425K | Buy |
4,415
+406
| +10% | +$39.1K | 0.01% | 262 |
|
2024
Q4 | $379K | Buy |
4,009
+20
| +0.5% | +$1.89K | 0.01% | 284 |
|
2024
Q3 | $309K | Buy |
3,989
+290
| +8% | +$22.5K | 0.01% | 326 |
|
2024
Q2 | $223K | Buy |
3,699
+477
| +15% | +$28.7K | 0.01% | 335 |
|
2024
Q1 | $220K | Buy |
+3,222
| New | +$220K | 0.01% | 258 |
|
2023
Q3 | – | Sell |
-3,317
| Closed | -$251K | – | 212 |
|
2023
Q2 | $251K | Sell |
3,317
-796
| -19% | -$60.2K | 0.01% | 142 |
|
2023
Q1 | $273K | Buy |
+4,113
| New | +$273K | 0.03% | 171 |
|
2022
Q2 | – | Sell |
-3,325
| Closed | -$227K | – | 158 |
|
2022
Q1 | $227K | Buy |
3,325
+50
| +2% | +$3.41K | 0.02% | 139 |
|
2021
Q4 | $235K | Buy |
+3,275
| New | +$235K | 0.02% | 163 |
|