Meridian 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 | $1.41M | Buy |
13,312
+2,141
| +19% | +$226K | 0.06% | 250 |
|
2025
Q1 | $1.08M | Buy |
11,171
+3,547
| +47% | +$341K | 0.05% | 280 |
|
2024
Q4 | $720K | Sell |
7,624
-714
| -9% | -$67.5K | 0.03% | 342 |
|
2024
Q3 | $647K | Buy |
+8,338
| New | +$647K | 0.03% | 366 |
|
2024
Q1 | – | Sell |
-8,571
| Closed | -$502K | – | 311 |
|
2023
Q4 | $502K | Sell |
8,571
-429
| -5% | -$25.1K | 0.03% | 381 |
|
2023
Q3 | $528K | Sell |
9,000
-11
| -0.1% | -$645 | 0.03% | 353 |
|
2023
Q2 | $681K | Sell |
9,011
-95,459
| -91% | -$7.22M | 0.06% | 266 |
|
2023
Q1 | $6.94M | Sell |
104,470
-347
| -0.3% | -$23.1K | 0.61% | 27 |
|
2022
Q4 | $5.12M | Buy |
104,817
+260
| +0.2% | +$12.7K | 0.5% | 36 |
|
2022
Q3 | $5.14M | Sell |
104,557
-50,870
| -33% | -$2.5M | 0.55% | 31 |
|
2022
Q2 | $8.79M | Buy |
155,427
+72
| +0% | +$4.07K | 0.72% | 23 |
|
2022
Q1 | $10.6M | Sell |
155,355
-3,795
| -2% | -$259K | 1.16% | 16 |
|
2021
Q4 | $11.4M | Buy |
159,150
+18,060
| +13% | +$1.3M | 1.22% | 14 |
|
2021
Q3 | $8.24M | Buy |
+141,090
| New | +$8.24M | 1.02% | 17 |
|
2020
Q3 | – | Sell |
-8,740
| Closed | -$239K | – | 268 |
|
2020
Q2 | $239K | Buy |
+8,740
| New | +$239K | 0.08% | 188 |
|