MinichMacGregor Wealth Management’s Fortinet FTNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-61,729
| Closed | -$3.62M | – | 105 |
|
|
2023
Q3 | $3.62M | Buy |
61,729
+15,160
| +33% | +$890K | 1.2% | 29 |
|
|
2023
Q2 | $3.52M | Buy |
46,569
+7,087
| +18% | +$536K | 1.1% | 31 |
|
|
2023
Q1 | $2.62M | Sell |
39,482
-1,112
| -3% | -$73.9K | 0.87% | 32 |
|
|
2022
Q4 | $1.98M | Buy |
40,594
+5,886
| +17% | +$288K | 0.72% | 35 |
|
|
2022
Q3 | $1.71M | Buy |
34,708
+358
| +1% | +$17.6K | 0.68% | 40 |
|
|
2022
Q2 | $1.94M | Buy |
34,350
+4,720
| +16% | +$267K | 0.8% | 29 |
|
|
2022
Q1 | $2.03M | Sell |
29,630
-995
| -3% | -$68K | 0.65% | 39 |
|
|
2021
Q4 | $2.2M | Buy |
+30,625
| New | +$2.2M | 0.67% | 36 |
|
|
2020
Q3 | – | Sell |
-24,185
| Closed | -$663K | – | 65 |
|
|
2020
Q2 | $663K | Buy |
+24,185
| New | +$663K | 0.37% | 33 |
|
|
2017
Q4 | – | Sell |
-1,005
| Closed | -$7K | – | 499 |
|
|
2017
Q3 | $7K | Hold |
1,005
| – | – | 0.01% | 321 |
|
|
2017
Q2 | $7K | Sell |
1,005
-110
| -10% | -$766 | 0.01% | 315 |
|
|
2017
Q1 | $8K | Sell |
1,115
-20
| -2% | -$143 | 0.01% | 307 |
|
|
2016
Q4 | $6K | Sell |
1,135
-5,580
| -83% | -$29.5K | 0.01% | 323 |
|
|
2016
Q3 | $49K | Hold |
6,715
| – | – | 0.05% | 116 |
|
|
2016
Q2 | $42K | Sell |
6,715
-10
| -0.1% | -$63 | 0.04% | 122 |
|
|
2016
Q1 | $41K | Buy |
+6,725
| New | +$41K | 0.04% | 120 |
|