OneDigital Investment Advisors’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $670K | Sell |
6,342
-96
| -1% | -$10.1K | 0.01% | 787 |
|
|
2025
Q1 | $620K | Buy |
6,438
+1,099
| +21% | +$106K | 0.01% | 775 |
|
|
2024
Q4 | $504K | Buy |
5,339
+1,557
| +41% | +$147K | 0.01% | 886 |
|
|
2024
Q3 | $293K | Buy |
3,782
+141
| +4% | +$10.9K | ﹤0.01% | 1160 |
|
|
2024
Q2 | $219K | Buy |
3,641
+372
| +11% | +$22.4K | ﹤0.01% | 1245 |
|
|
2024
Q1 | $223K | Sell |
3,269
-1,596
| -33% | -$109K | ﹤0.01% | 1002 |
|
|
2023
Q4 | $285K | Buy |
4,865
+512
| +12% | +$30K | 0.01% | 926 |
|
|
2023
Q3 | $255K | Buy |
+4,353
| New | +$255K | 0.01% | 854 |
|
|
2022
Q4 | – | Sell |
-5,365
| Closed | -$264K | – | 830 |
|
|
2022
Q3 | $264K | Sell |
5,365
-26,200
| -83% | -$1.29M | 0.01% | 630 |
|
|
2022
Q2 | $1.79M | Sell |
31,565
-12,050
| -28% | -$682K | 0.08% | 170 |
|
|
2022
Q1 | $2.98M | Sell |
43,615
-660
| -1% | -$45.1K | 0.11% | 118 |
|
|
2021
Q4 | $3.18M | Buy |
44,275
+3,605
| +9% | +$259K | 0.11% | 112 |
|
|
2021
Q3 | $2.38M | Buy |
40,670
+36,405
| +854% | +$2.13M | 0.09% | 139 |
|
|
2021
Q2 | $203K | Buy |
+4,265
| New | +$203K | 0.01% | 673 |
|