SOA Wealth Advisors’s Fortinet FTNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.1K | Hold |
805
| – | – | 0.02% | 293 |
|
|
2025
Q1 | $77.5K | Hold |
805
| – | – | 0.02% | 284 |
|
|
2024
Q4 | $76.1K | Hold |
805
| – | – | 0.01% | 281 |
|
|
2024
Q3 | $62.4K | Hold |
805
| – | – | 0.01% | 288 |
|
|
2024
Q2 | $48.5K | Hold |
805
| – | – | 0.01% | 310 |
|
|
2024
Q1 | $55K | Hold |
805
| – | – | 0.01% | 295 |
|
|
2023
Q4 | $47.1K | Hold |
805
| – | – | 0.01% | 300 |
|
|
2023
Q3 | $47.2K | Hold |
805
| – | – | 0.01% | 289 |
|
|
2023
Q2 | $60.9K | Hold |
805
| – | – | 0.01% | 274 |
|
|
2023
Q1 | $53.5K | Sell |
805
-520
| -39% | -$34.6K | 0.01% | 277 |
|
|
2022
Q4 | $64.8K | Buy |
1,325
+20
| +2% | +$978 | 0.02% | 254 |
|
|
2022
Q3 | $64K | Buy |
1,305
+150
| +13% | +$7.36K | 0.02% | 236 |
|
|
2022
Q2 | $65K | Buy |
1,155
+350
| +43% | +$19.7K | 0.02% | 237 |
|
|
2022
Q1 | $55K | Hold |
805
| – | – | 0.01% | 296 |
|
|
2021
Q4 | $57K | Hold |
805
| – | – | 0.01% | 280 |
|
|
2021
Q3 | $47K | Hold |
805
| – | – | 0.01% | 315 |
|
|
2021
Q2 | $38K | Hold |
805
| – | – | 0.01% | 348 |
|
|
2021
Q1 | $29K | Hold |
805
| – | – | 0.01% | 337 |
|
|
2020
Q4 | $25K | Buy |
+805
| New | +$25K | 0.01% | 361 |
|