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