Pinnacle Wealth Planning Services’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Buy |
3,673
+886
| +32% | +$93.7K | 0.05% | 241 |
|
|
2025
Q1 | $268K | Buy |
2,787
+80
| +3% | +$7.7K | 0.04% | 289 |
|
|
2024
Q4 | $256K | Sell |
2,707
-886
| -25% | -$83.7K | 0.04% | 294 |
|
|
2024
Q3 | $279K | Buy |
3,593
+22
| +0.6% | +$1.71K | 0.04% | 328 |
|
|
2024
Q2 | $215K | Sell |
3,571
-13
| -0.4% | -$784 | 0.03% | 398 |
|
|
2024
Q1 | $245K | Buy |
3,584
+8
| +0.2% | +$546 | 0.04% | 365 |
|
|
2023
Q4 | $209K | Sell |
3,576
-15
| -0.4% | -$878 | 0.03% | 390 |
|
|
2023
Q3 | $211K | Buy |
3,591
+17
| +0.5% | +$998 | 0.03% | 349 |
|
|
2023
Q2 | $270K | Sell |
3,574
-11
| -0.3% | -$831 | 0.04% | 287 |
|
|
2023
Q1 | $238K | Buy |
+3,585
| New | +$238K | 0.04% | 323 |
|
|
2022
Q3 | – | Sell |
-3,673
| Closed | -$208K | – | 417 |
|
|
2022
Q2 | $208K | Sell |
3,673
-1,247
| -25% | -$70.6K | 0.04% | 339 |
|
|
2022
Q1 | $336K | Buy |
4,920
+1,580
| +47% | +$108K | 0.06% | 250 |
|
|
2021
Q4 | $240K | Buy |
+3,340
| New | +$240K | 0.05% | 310 |
|
|
2021
Q1 | – | Sell |
-3,025
| Closed | -$90K | – | 950 |
|
|
2020
Q4 | $90K | Buy |
+3,025
| New | +$90K | 0.02% | 512 |
|