PFWA
Paces Ferry Wealth Advisors’s Fortinet FTNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $901K | Sell |
8,519
-2
| -0% | -$211 | 0.41% | 44 |
|
|
2025
Q1 | $820K | Buy |
8,521
+2
| +0% | +$193 | 0.41% | 45 |
|
|
2024
Q4 | $805K | Sell |
8,519
-31
| -0.4% | -$2.93K | 0.39% | 46 |
|
|
2024
Q3 | $663K | Buy |
8,550
+21
| +0.2% | +$1.63K | 0.38% | 45 |
|
|
2024
Q2 | $514K | Hold |
8,529
| – | – | 0.31% | 55 |
|
|
2024
Q1 | $583K | Buy |
8,529
+148
| +2% | +$10.1K | 0.37% | 51 |
|
|
2023
Q4 | $491K | Sell |
8,381
-11
| -0.1% | -$644 | 0.34% | 57 |
|
|
2023
Q3 | $492K | Sell |
8,392
-63
| -0.7% | -$3.7K | 0.39% | 54 |
|
|
2023
Q2 | $639K | Buy |
8,455
+63
| +0.8% | +$4.76K | 0.48% | 46 |
|
|
2023
Q1 | $558K | Buy |
8,392
+26
| +0.3% | +$1.73K | 0.45% | 49 |
|
|
2022
Q4 | $409K | Sell |
8,366
-19
| -0.2% | -$929 | 0.4% | 60 |
|
|
2022
Q3 | $412K | Sell |
8,385
-1
| -0% | -$49 | 0.45% | 52 |
|
|
2022
Q2 | $474K | Buy |
8,386
+6,708
| +400% | +$379K | 0.47% | 48 |
|
|
2022
Q1 | $573K | Sell |
1,678
-199
| -11% | -$68K | 0.46% | 46 |
|
|
2021
Q4 | $675K | Hold |
1,877
| – | – | 0.48% | 44 |
|
|
2021
Q3 | $548K | Sell |
1,877
-11
| -0.6% | -$3.21K | 0.44% | 56 |
|
|
2021
Q2 | $450K | Buy |
1,888
+30
| +2% | +$7.15K | 0.34% | 70 |
|
|
2021
Q1 | $343K | Buy |
1,858
+51
| +3% | +$9.42K | 0.3% | 77 |
|
|
2020
Q4 | $268K | Hold |
1,807
| – | – | 0.24% | 83 |
|
|
2020
Q3 | $213K | Buy |
+1,807
| New | +$213K | 0.19% | 97 |
|