Tandem Wealth 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 | $227K | Sell |
2,144
-180
| -8% | -$19K | 0.11% | 49 |
|
|
2025
Q1 | $224K | Sell |
2,324
-224
| -9% | -$21.6K | 0.12% | 52 |
|
|
2024
Q4 | $241K | Buy |
+2,548
| New | +$241K | 0.12% | 51 |
|
|
2024
Q3 | – | Sell |
-3,624
| Closed | -$218K | – | 51 |
|
|
2024
Q2 | $218K | Hold |
3,624
| – | – | 0.12% | 50 |
|
|
2024
Q1 | $248K | Sell |
3,624
-85
| -2% | -$5.81K | 0.14% | 48 |
|
|
2023
Q4 | $217K | Hold |
3,709
| – | – | 0.13% | 50 |
|
|
2023
Q3 | $218K | Buy |
+3,709
| New | +$218K | 0.13% | 48 |
|