Sheets Smith Wealth Management’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $937K | Sell |
8,867
-53
| -0.6% | -$5.6K | 0.11% | 179 |
|
|
2025
Q1 | $859K | Sell |
8,920
-1,660
| -16% | -$160K | 0.11% | 176 |
|
|
2024
Q4 | $1,000K | Buy |
10,580
+1,880
| +22% | +$178K | 0.12% | 158 |
|
|
2024
Q3 | $675K | Buy |
8,700
+5,313
| +157% | +$412K | 0.08% | 207 |
|
|
2024
Q2 | $204K | Buy |
3,387
+150
| +5% | +$9.04K | 0.02% | 359 |
|
|
2024
Q1 | $221K | Buy |
+3,237
| New | +$221K | 0.02% | 356 |
|
|
2023
Q3 | – | Sell |
-6,374
| Closed | -$482K | – | 492 |
|
|
2023
Q2 | $482K | Buy |
+6,374
| New | +$482K | 0.07% | 210 |
|
|
2019
Q2 | – | Sell |
-35,020
| Closed | -$588K | – | 318 |
|
|
2019
Q1 | $588K | Buy |
35,020
+920
| +3% | +$15.4K | 0.13% | 174 |
|
|
2018
Q4 | $480K | Sell |
34,100
-285
| -0.8% | -$4.01K | 0.13% | 167 |
|
|
2018
Q3 | $635K | Buy |
34,385
+465
| +1% | +$8.59K | 0.13% | 180 |
|
|
2018
Q2 | $424K | Buy |
33,920
+385
| +1% | +$4.81K | 0.1% | 213 |
|
|
2018
Q1 | $359K | Buy |
+33,535
| New | +$359K | 0.09% | 231 |
|