Thrive 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
$955K Sell
9,035
-497
-5% -$52.5K 0.15% 80
2025
Q1
$918K Sell
9,532
-978
-9% -$94.1K 0.18% 77
2024
Q4
$993K Buy
10,510
+62
+0.6% +$5.86K 0.18% 66
2024
Q3
$810K Sell
10,448
-2,500
-19% -$194K 0.15% 83
2024
Q2
$780K Sell
12,948
-109
-0.8% -$6.57K 0.15% 81
2024
Q1
$892K Buy
13,057
+122
+0.9% +$8.33K 0.18% 68
2023
Q4
$757K Sell
12,935
-47
-0.4% -$2.75K 0.17% 77
2023
Q3
$762K Hold
12,982
0.2% 70
2023
Q2
$981K Sell
12,982
-180
-1% -$13.6K 0.25% 50
2023
Q1
$875K Sell
13,162
-868
-6% -$57.7K 0.22% 56
2022
Q4
$686K Sell
14,030
-90
-0.6% -$4.4K 0.2% 67
2022
Q3
$694K Hold
14,120
0.24% 57
2022
Q2
$799K Hold
14,120
0.28% 39
2022
Q1
$965K Hold
14,120
0.29% 42
2021
Q4
$1.02M Buy
+14,120
New +$1.02M 0.35% 35