United Asset Strategies’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.29M | Buy |
31,108
+343
| +1% | +$36.3K | 0.28% | 71 |
|
|
2025
Q1 | $2.96M | Sell |
30,765
-6,247
| -17% | -$601K | 0.28% | 74 |
|
|
2024
Q4 | $3.5M | Buy |
37,012
+12
| +0% | +$1.13K | 0.32% | 68 |
|
|
2024
Q3 | $2.87M | Buy |
37,000
+549
| +2% | +$42.6K | 0.27% | 75 |
|
|
2024
Q2 | $2.2M | Buy |
36,451
+11,803
| +48% | +$711K | 0.22% | 86 |
|
|
2024
Q1 | $1.68M | Buy |
24,648
+668
| +3% | +$45.6K | 0.17% | 108 |
|
|
2023
Q4 | $1.4M | Buy |
23,980
+3,179
| +15% | +$186K | 0.16% | 119 |
|
|
2023
Q3 | $1.22M | Buy |
20,801
+1,648
| +9% | +$96.7K | 0.16% | 128 |
|
|
2023
Q2 | $1.45M | Sell |
19,153
-3,457
| -15% | -$261K | 0.18% | 113 |
|
|
2023
Q1 | $1.5M | Sell |
22,610
-1,242
| -5% | -$82.5K | 0.2% | 106 |
|
|
2022
Q4 | $1.17M | Sell |
23,852
-147
| -0.6% | -$7.19K | 0.16% | 119 |
|
|
2022
Q3 | $1.18M | Buy |
23,999
+957
| +4% | +$47K | 0.18% | 110 |
|
|
2022
Q2 | $1.3M | Sell |
23,042
-313
| -1% | -$17.7K | 0.19% | 99 |
|
|
2022
Q1 | $1.6M | Buy |
23,355
+160
| +0.7% | +$10.9K | 0.2% | 94 |
|
|
2021
Q4 | $1.67M | Sell |
23,195
-5,645
| -20% | -$406K | 0.2% | 92 |
|
|
2021
Q3 | $1.68M | Buy |
28,840
+1,185
| +4% | +$69.2K | 0.22% | 87 |
|
|
2021
Q2 | $1.32M | Buy |
27,655
+905
| +3% | +$43.1K | 0.18% | 98 |
|
|
2021
Q1 | $987K | Buy |
+26,750
| New | +$987K | 0.14% | 108 |
|
|
2019
Q1 | – | Sell |
-37,450
| Closed | -$528K | – | 205 |
|
|
2018
Q4 | $528K | Buy |
+37,450
| New | +$528K | 0.14% | 125 |
|