PDS Planning’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Buy |
4,131
+358
| +9% | +$37.8K | 0.03% | 261 |
|
|
2025
Q1 | $363K | Buy |
3,773
+252
| +7% | +$24.3K | 0.03% | 278 |
|
|
2024
Q4 | $333K | Buy |
3,521
+10
| +0.3% | +$945 | 0.03% | 267 |
|
|
2024
Q3 | $272K | Buy |
3,511
+47
| +1% | +$3.65K | 0.02% | 321 |
|
|
2024
Q2 | $209K | Buy |
3,464
+536
| +18% | +$32.3K | 0.02% | 352 |
|
|
2024
Q1 | $200K | Buy |
+2,928
| New | +$200K | 0.02% | 363 |
|
|
2023
Q3 | – | Sell |
-3,070
| Closed | -$232K | – | 350 |
|
|
2023
Q2 | $232K | Buy |
+3,070
| New | +$232K | 0.03% | 262 |
|