TruWealth 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 | $1.04M | Buy |
9,797
+654
| +7% | +$69.1K | 0.06% | 89 |
|
|
2025
Q1 | $880K | Buy |
9,143
+224
| +3% | +$21.6K | 0.05% | 87 |
|
|
2024
Q4 | $843K | Buy |
8,919
+346
| +4% | +$32.7K | 0.05% | 86 |
|
|
2024
Q3 | $665K | Buy |
8,573
+487
| +6% | +$37.8K | 0.04% | 95 |
|
|
2024
Q2 | $487K | Buy |
8,086
+757
| +10% | +$45.6K | 0.03% | 106 |
|
|
2024
Q1 | $501K | Buy |
7,329
+148
| +2% | +$10.1K | 0.03% | 103 |
|
|
2023
Q4 | $420K | Buy |
7,181
+643
| +10% | +$37.6K | 0.03% | 100 |
|
|
2023
Q3 | $384K | Buy |
6,538
+288
| +5% | +$16.9K | 0.03% | 93 |
|
|
2023
Q2 | $472K | Sell |
6,250
-356
| -5% | -$26.9K | 0.04% | 89 |
|
|
2023
Q1 | $439K | Buy |
6,606
+259
| +4% | +$17.2K | 0.04% | 94 |
|
|
2022
Q4 | $310K | Buy |
6,347
+231
| +4% | +$11.3K | 0.03% | 111 |
|
|
2022
Q3 | $300K | Buy |
+6,116
| New | +$300K | 0.03% | 104 |
|