Simon Quick 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 | $481K | Buy |
4,546
+545
| +14% | +$57.6K | 0.02% | 449 |
|
|
2025
Q1 | $385K | Buy |
4,001
+1,657
| +71% | +$160K | 0.02% | 366 |
|
|
2024
Q4 | $221K | Buy |
+2,344
| New | +$221K | 0.01% | 424 |
|
|
2020
Q3 | – | Sell |
-200
| Closed | -$5K | – | 464 |
|
|
2020
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 356 |
|
|
2020
Q1 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 359 |
|
|
2017
Q2 | – | Sell |
-32,910
| Closed | -$252K | – | 323 |
|
|
2017
Q1 | $252K | Sell |
32,910
-8,090
| -20% | -$61.9K | 0.15% | 70 |
|
|
2016
Q4 | $247K | Buy |
+41,000
| New | +$247K | 0.18% | 81 |
|