Plante Moran Financial 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 | $303K | Hold |
2,866
| – | – | 0.02% | 125 |
|
|
2025
Q1 | $276K | Sell |
2,866
-103
| -3% | -$9.92K | 0.02% | 132 |
|
|
2024
Q4 | $281K | Sell |
2,969
-7
| -0.2% | -$661 | 0.02% | 138 |
|
|
2024
Q3 | $231K | Sell |
2,976
-229
| -7% | -$17.8K | 0.02% | 164 |
|
|
2024
Q2 | $193K | Hold |
3,205
| – | – | 0.02% | 179 |
|
|
2024
Q1 | $219K | Hold |
3,205
| – | – | 0.02% | 162 |
|
|
2023
Q4 | $188K | Hold |
3,205
| – | – | 0.02% | 178 |
|
|
2023
Q3 | $188K | Hold |
3,205
| – | – | 0.02% | 151 |
|
|
2023
Q2 | $242K | Hold |
3,205
| – | – | 0.03% | 132 |
|
|
2023
Q1 | $213K | Sell |
3,205
-43
| -1% | -$2.86K | 0.03% | 142 |
|
|
2022
Q4 | $159K | Buy |
3,248
+18
| +0.6% | +$880 | 0.02% | 174 |
|
|
2022
Q3 | $159K | Hold |
3,230
| – | – | 0.03% | 163 |
|
|
2022
Q2 | $183K | Buy |
3,230
+25
| +0.8% | +$1.42K | 0.03% | 158 |
|
|
2022
Q1 | $219K | Sell |
3,205
-130
| -4% | -$8.88K | 0.04% | 155 |
|
|
2021
Q4 | $240K | Sell |
3,335
-870
| -21% | -$62.6K | 0.04% | 163 |
|
|
2021
Q3 | $246K | Hold |
4,205
| – | – | 0.05% | 165 |
|
|
2021
Q2 | $200K | Buy |
4,205
+310
| +8% | +$14.7K | 0.05% | 172 |
|
|
2021
Q1 | $144K | Buy |
3,895
+1,000
| +35% | +$37K | 0.04% | 206 |
|
|
2020
Q4 | $86K | Hold |
2,895
| – | – | 0.03% | 271 |
|
|
2020
Q3 | $68K | Buy |
2,895
+440
| +18% | +$10.3K | 0.02% | 274 |
|
|
2020
Q2 | $67K | Hold |
2,455
| – | – | 0.03% | 254 |
|
|
2020
Q1 | $50K | Sell |
2,455
-585
| -19% | -$11.9K | 0.02% | 253 |
|
|
2019
Q4 | $65K | Buy |
3,040
+1,040
| +52% | +$22.2K | 0.02% | 280 |
|
|
2019
Q3 | $31K | Hold |
2,000
| – | – | 0.01% | 411 |
|
|
2019
Q2 | $31K | Hold |
2,000
| – | – | 0.01% | 420 |
|
|
2019
Q1 | $34K | Hold |
2,000
| – | – | 0.01% | 395 |
|
|
2018
Q4 | $28K | Hold |
2,000
| – | – | 0.01% | 382 |
|
|
2018
Q3 | $37K | Hold |
2,000
| – | – | 0.01% | 350 |
|
|
2018
Q2 | $25K | Hold |
2,000
| – | – | 0.01% | 443 |
|
|
2018
Q1 | $21K | Hold |
2,000
| – | – | 0.01% | 491 |
|
|
2017
Q4 | $17K | Hold |
2,000
| – | – | 0.01% | 520 |
|
|
2017
Q3 | $14K | Buy |
+2,000
| New | +$14K | 0.01% | 502 |
|
|
2016
Q3 | – | Sell |
-135
| Closed | -$1K | – | 948 |
|
|
2016
Q2 | $1K | Buy |
+135
| New | +$1K | ﹤0.01% | 856 |
|