Modera 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 | $10.9M | Buy |
103,428
+4,418
| +4% | +$467K | 0.14% | 119 |
|
|
2025
Q1 | $9.53M | Sell |
99,010
-2,608
| -3% | -$251K | 0.13% | 125 |
|
|
2024
Q4 | $9.6M | Buy |
101,618
+4,160
| +4% | +$393K | 0.12% | 122 |
|
|
2024
Q3 | $7.56M | Buy |
97,458
+2,783
| +3% | +$216K | 0.1% | 134 |
|
|
2024
Q2 | $5.71M | Buy |
94,675
+8,485
| +10% | +$511K | 0.08% | 144 |
|
|
2024
Q1 | $5.89M | Buy |
86,190
+3,482
| +4% | +$238K | 0.09% | 143 |
|
|
2023
Q4 | $4.84M | Buy |
82,708
+5,344
| +7% | +$313K | 0.08% | 159 |
|
|
2023
Q3 | $4.54M | Buy |
77,364
+6,424
| +9% | +$377K | 0.09% | 154 |
|
|
2023
Q2 | $5.36M | Buy |
+70,940
| New | +$5.36M | 0.1% | 142 |
|
|
2022
Q1 | – | Sell |
-5,660
| Closed | -$407K | – | 449 |
|
|
2021
Q4 | $407K | Buy |
+5,660
| New | +$407K | 0.02% | 323 |
|