TRUE Private 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 | $1.71M | Sell |
16,204
-700
| -4% | -$74K | 0.19% | 79 |
|
|
2025
Q1 | $1.63M | Sell |
16,904
-214
| -1% | -$20.6K | 0.2% | 73 |
|
|
2024
Q4 | $1.62M | Sell |
17,118
-200
| -1% | -$18.9K | 0.2% | 76 |
|
|
2024
Q3 | $1.34M | Sell |
17,318
-11
| -0.1% | -$853 | 0.16% | 81 |
|
|
2024
Q2 | $1.04M | Buy |
17,329
+129
| +0.8% | +$7.78K | 0.12% | 95 |
|
|
2024
Q1 | $1.17M | Sell |
17,200
-441
| -2% | -$30.1K | 0.13% | 88 |
|
|
2023
Q4 | $1.03M | Sell |
17,641
-5
| -0% | -$293 | 0.13% | 94 |
|
|
2023
Q3 | $1.04M | Buy |
17,646
+81
| +0.5% | +$4.75K | 0.14% | 89 |
|
|
2023
Q2 | $1.33M | Sell |
17,565
-1,300
| -7% | -$98.3K | 0.2% | 71 |
|
|
2023
Q1 | $1.25M | Hold |
18,865
| – | – | 0.19% | 70 |
|
|
2022
Q4 | $922K | Sell |
18,865
-2,290
| -11% | -$112K | 0.14% | 77 |
|
|
2022
Q3 | $1.04M | Hold |
21,155
| – | – | 0.16% | 65 |
|
|
2022
Q2 | $1.2M | Hold |
21,155
| – | – | 0.17% | 70 |
|
|
2022
Q1 | $1.22M | Sell |
21,155
-290
| -1% | -$16.7K | 0.17% | 76 |
|
|
2021
Q4 | $1.54M | Buy |
21,445
+80
| +0.4% | +$5.75K | 0.22% | 71 |
|
|
2021
Q3 | $1.25M | Hold |
21,365
| – | – | 0.18% | 77 |
|
|
2021
Q2 | $1.02M | Sell |
21,365
-250
| -1% | -$11.9K | 0.15% | 85 |
|
|
2021
Q1 | $797K | Sell |
21,615
-500
| -2% | -$18.4K | 0.13% | 102 |
|
|
2020
Q4 | $656K | Sell |
22,115
-2,250
| -9% | -$66.7K | 0.11% | 104 |
|
|
2020
Q3 | $574K | Sell |
24,365
-500
| -2% | -$11.8K | 0.1% | 109 |
|
|
2020
Q2 | $682K | Buy |
24,865
+155
| +0.6% | +$4.25K | 0.12% | 97 |
|
|
2020
Q1 | $499K | Sell |
24,710
-770
| -3% | -$15.6K | 0.11% | 100 |
|
|
2019
Q4 | $544K | Buy |
25,480
+1,000
| +4% | +$21.4K | 0.08% | 130 |
|
|
2019
Q3 | $375K | Hold |
24,480
| – | – | 0.06% | 140 |
|
|
2019
Q2 | $376K | Hold |
24,480
| – | – | 0.06% | 139 |
|
|
2019
Q1 | $411K | Buy |
+24,480
| New | +$411K | 0.08% | 121 |
|
|
2018
Q4 | – | Sell |
-48,290
| Closed | -$891K | – | 499 |
|
|
2018
Q3 | $891K | Buy |
48,290
+4,845
| +11% | +$89.4K | 0.13% | 108 |
|
|
2018
Q2 | $542K | Hold |
43,445
| – | – | 0.09% | 151 |
|
|
2018
Q1 | $465K | Sell |
43,445
-3,510
| -7% | -$37.6K | 0.08% | 142 |
|
|
2017
Q4 | $410K | Buy |
46,955
+16,170
| +53% | +$141K | 0.07% | 151 |
|
|
2017
Q3 | $220K | Sell |
30,785
-1,500
| -5% | -$10.7K | 0.05% | 140 |
|
|
2017
Q2 | $241K | Buy |
32,285
+1,055
| +3% | +$7.88K | 0.06% | 133 |
|
|
2017
Q1 | $233K | Sell |
31,230
-4,100
| -12% | -$30.6K | 0.05% | 133 |
|
|
2016
Q4 | $233K | Buy |
35,330
+850
| +2% | +$5.61K | 0.06% | 133 |
|
|
2016
Q3 | $215K | Sell |
34,480
-845
| -2% | -$5.27K | 0.07% | 132 |
|
|
2016
Q2 | $223K | Sell |
35,325
-515
| -1% | -$3.25K | 0.07% | 128 |
|
|
2016
Q1 | $220K | Buy |
35,840
+1,860
| +5% | +$11.4K | 0.09% | 117 |
|
|
2015
Q4 | $212K | Buy |
+33,980
| New | +$212K | 0.09% | 86 |
|