U.S. Capital 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 | $872K | Buy |
8,244
+206
| +3% | +$21.8K | 0.03% | 456 |
|
2025
Q1 | $774K | Buy |
8,038
+38
| +0.5% | +$3.66K | 0.02% | 480 |
|
2024
Q4 | $756K | Buy |
8,000
+47
| +0.6% | +$4.44K | 0.02% | 473 |
|
2024
Q3 | $617K | Buy |
7,953
+1
| +0% | +$78 | 0.02% | 431 |
|
2024
Q2 | $479K | Sell |
7,952
-230
| -3% | -$13.9K | 0.02% | 466 |
|
2024
Q1 | $559K | Buy |
8,182
+27
| +0.3% | +$1.84K | 0.02% | 445 |
|
2023
Q4 | $477K | Buy |
8,155
+139
| +2% | +$8.14K | 0.02% | 460 |
|
2023
Q3 | $470K | Buy |
8,016
+697
| +10% | +$40.9K | 0.02% | 443 |
|
2023
Q2 | $553K | Buy |
+7,319
| New | +$553K | 0.03% | 422 |
|
2023
Q1 | – | Sell |
-1,355
| Closed | -$66.2K | – | 966 |
|
2022
Q4 | $66.2K | Buy |
+1,355
| New | +$66.2K | ﹤0.01% | 812 |
|