Morningstar Investment Services’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,377
| Closed | -$416K | – | 228 |
|
|
2024
Q3 | $416K | Buy |
5,377
+430
| +9% | +$33.3K | ﹤0.01% | 290 |
|
|
2024
Q2 | $297K | Buy |
4,947
+241
| +5% | +$14.5K | ﹤0.01% | 315 |
|
|
2024
Q1 | $317K | Sell |
4,706
-3,064
| -39% | -$206K | ﹤0.01% | 282 |
|
|
2023
Q4 | $462K | Buy |
7,770
+3,989
| +106% | +$237K | ﹤0.01% | 296 |
|
|
2023
Q3 | $222K | Sell |
3,781
-245
| -6% | -$14.4K | ﹤0.01% | 266 |
|
|
2023
Q2 | $302K | Buy |
4,026
+477
| +13% | +$35.8K | ﹤0.01% | 219 |
|
|
2023
Q1 | $232K | Buy |
+3,549
| New | +$232K | ﹤0.01% | 217 |
|