Schechter Investment Advisors’s Fortinet FTNT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $747K | Sell |
7,761
-427
| -5% | -$41.1K | 0.06% | 279 |
|
2024
Q4 | $774K | Sell |
8,188
-514
| -6% | -$48.6K | 0.06% | 285 |
|
2024
Q3 | $675K | Buy |
8,702
+116
| +1% | +$9K | 0.05% | 332 |
|
2024
Q2 | $517K | Sell |
8,586
-491
| -5% | -$29.6K | 0.04% | 366 |
|
2024
Q1 | $620K | Sell |
9,077
-56
| -0.6% | -$3.83K | 0.05% | 339 |
|
2023
Q4 | $535K | Sell |
9,133
-1,136
| -11% | -$66.5K | 0.05% | 341 |
|
2023
Q3 | $603K | Sell |
10,269
-861
| -8% | -$50.5K | 0.06% | 304 |
|
2023
Q2 | $841K | Sell |
11,130
-667
| -6% | -$50.4K | 0.08% | 275 |
|
2023
Q1 | $784K | Buy |
11,797
+199
| +2% | +$13.2K | 0.07% | 308 |
|
2022
Q4 | $567K | Buy |
11,598
+723
| +7% | +$35.3K | 0.05% | 469 |
|
2022
Q3 | $534K | Buy |
10,875
+2,095
| +24% | +$103K | 0.05% | 488 |
|
2022
Q2 | $497K | Buy |
8,780
+270
| +3% | +$15.3K | 0.05% | 529 |
|
2022
Q1 | $581K | Sell |
8,510
-770
| -8% | -$52.6K | 0.05% | 484 |
|
2021
Q4 | $667K | Buy |
+9,280
| New | +$667K | 0.06% | 425 |
|