Transform Wealth’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $643K | Sell |
6,676
-338
| -5% | -$32.5K | 0.04% | 155 |
|
|
2024
Q4 | $663K | Sell |
7,014
-95
| -1% | -$8.98K | 0.04% | 156 |
|
|
2024
Q3 | $551K | Sell |
7,109
-3,752
| -35% | -$291K | 0.04% | 143 |
|
|
2024
Q2 | $655K | Sell |
10,861
-123,026
| -92% | -$7.41M | 0.05% | 132 |
|
|
2024
Q1 | $9.15M | Buy |
133,887
+4,291
| +3% | +$293K | 0.87% | 40 |
|
|
2023
Q4 | $7.59M | Sell |
129,596
-6,611
| -5% | -$387K | 0.74% | 44 |
|
|
2023
Q3 | $7.99M | Buy |
136,207
+19,984
| +17% | +$1.17M | 0.84% | 34 |
|
|
2023
Q2 | $8.79M | Sell |
116,223
-369
| -0.3% | -$27.9K | 0.79% | 37 |
|
|
2023
Q1 | $7.75M | Buy |
116,592
+2,382
| +2% | +$158K | 0.73% | 48 |
|
|
2022
Q4 | $5.58M | Buy |
114,210
+771
| +0.7% | +$37.7K | 0.63% | 56 |
|
|
2022
Q3 | $5.57M | Buy |
113,439
+2,498
| +2% | +$123K | 0.72% | 49 |
|
|
2022
Q2 | $6.28M | Sell |
110,941
-1,084
| -1% | -$61.3K | 0.93% | 41 |
|
|
2022
Q1 | $7.66M | Buy |
112,025
+3,695
| +3% | +$253K | 0.86% | 39 |
|
|
2021
Q4 | $7.79M | Buy |
108,330
+195
| +0.2% | +$14K | 0.81% | 42 |
|
|
2021
Q3 | $6.32M | Sell |
108,135
-51,500
| -32% | -$3.01M | 0.72% | 52 |
|
|
2021
Q2 | $7.61M | Buy |
159,635
+48,695
| +44% | +$2.32M | 0.93% | 39 |
|
|
2021
Q1 | $4.09M | Buy |
110,940
+2,595
| +2% | +$95.7K | 0.82% | 43 |
|
|
2020
Q4 | $3.22M | Sell |
108,345
-97,365
| -47% | -$2.89M | 0.67% | 52 |
|
|
2020
Q3 | $4.85M | Buy |
205,710
+7,605
| +4% | +$179K | 0.78% | 48 |
|
|
2020
Q2 | $5.44M | Sell |
198,105
-4,580
| -2% | -$126K | 0.93% | 40 |
|
|
2020
Q1 | $4.1M | Buy |
202,685
+1,500
| +0.7% | +$30.4K | 0.87% | 42 |
|
|
2019
Q4 | $4.3M | Sell |
201,185
-32,930
| -14% | -$703K | 0.68% | 59 |
|
|
2019
Q3 | $3.59M | Buy |
234,115
+17,230
| +8% | +$265K | 0.64% | 66 |
|
|
2019
Q2 | $3.33M | Sell |
216,885
-56,605
| -21% | -$870K | 0.49% | 74 |
|
|
2019
Q1 | $4.59M | Sell |
273,490
-23,420
| -8% | -$393K | 0.85% | 46 |
|
|
2018
Q4 | $4.18M | Buy |
296,910
+20,670
| +7% | +$291K | 0.86% | 47 |
|
|
2018
Q3 | $5.1M | Buy |
+276,240
| New | +$5.1M | 0.88% | 42 |
|