NewEdge 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 | $30.2M | Buy |
401,591
+23,067
| +6% | +$1.74M | 0.47% | 50 |
|
|
2025
Q1 | $36.4M | Sell |
378,524
-2,682
| -0.7% | -$258K | 0.66% | 35 |
|
|
2024
Q4 | $36M | Buy |
381,206
+4,501
| +1% | +$425K | 0.62% | 38 |
|
|
2024
Q3 | $29.2M | Buy |
376,705
+33,127
| +10% | +$2.57M | 0.53% | 51 |
|
|
2024
Q2 | $20.7M | Buy |
343,578
+5,841
| +2% | +$352K | 0.45% | 59 |
|
|
2024
Q1 | $22M | Buy |
+337,737
| New | +$22M | 0.49% | 51 |
|
|
2023
Q4 | – | Sell |
-273,528
| Closed | -$16.1M | – | 745 |
|
|
2023
Q3 | $16.1M | Buy |
273,528
+72,399
| +36% | +$4.25M | 0.51% | 55 |
|
|
2023
Q2 | $15.2M | Buy |
201,129
+3,867
| +2% | +$292K | 0.51% | 57 |
|
|
2023
Q1 | $13.1M | Buy |
197,262
+7,762
| +4% | +$516K | 0.5% | 56 |
|
|
2022
Q4 | $9.26M | Buy |
189,500
+8,265
| +5% | +$404K | 0.4% | 76 |
|
|
2022
Q3 | $8.9M | Buy |
181,235
+19,671
| +12% | +$966K | 0.42% | 70 |
|
|
2022
Q2 | $9.14M | Buy |
161,564
+6,144
| +4% | +$348K | 0.42% | 66 |
|
|
2022
Q1 | $10.6M | Buy |
155,420
+5,975
| +4% | +$408K | 0.47% | 55 |
|
|
2021
Q4 | $10.7M | Buy |
149,445
+3,480
| +2% | +$250K | 0.45% | 55 |
|
|
2021
Q3 | $8.53M | Buy |
145,965
+74,000
| +103% | +$4.32M | 0.51% | 51 |
|
|
2021
Q2 | $3.43M | Buy |
+71,965
| New | +$3.43M | 0.26% | 96 |
|