United Capital Financial 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 | $1.93M | Buy |
18,230
+797
| +5% | +$84.3K | 0.02% | 450 |
|
|
2025
Q1 | $1.68M | Buy |
17,433
+821
| +5% | +$79K | 0.01% | 459 |
|
|
2024
Q4 | $1.57M | Sell |
16,612
-335
| -2% | -$31.7K | 0.01% | 465 |
|
|
2024
Q3 | $1.31M | Sell |
16,947
-655
| -4% | -$50.8K | 0.01% | 484 |
|
|
2024
Q2 | $1.06M | Buy |
17,602
+2,167
| +14% | +$131K | 0.01% | 508 |
|
|
2024
Q1 | $1.05M | Sell |
15,435
-2,059
| -12% | -$141K | 0.01% | 544 |
|
|
2023
Q4 | $1.02M | Buy |
17,494
+13,002
| +289% | +$761K | 0.01% | 557 |
|
|
2023
Q3 | $264K | Sell |
4,492
-2,105
| -32% | -$124K | ﹤0.01% | 749 |
|
|
2023
Q2 | $499K | Sell |
6,597
-1,631
| -20% | -$123K | ﹤0.01% | 681 |
|
|
2023
Q1 | $547K | Sell |
8,228
-3,906
| -32% | -$260K | ﹤0.01% | 706 |
|
|
2022
Q4 | $593K | Sell |
12,134
-2,303
| -16% | -$113K | ﹤0.01% | 727 |
|
|
2022
Q3 | $709K | Buy |
14,437
+54
| +0.4% | +$2.65K | ﹤0.01% | 683 |
|
|
2022
Q2 | $814K | Sell |
14,383
-1,212
| -8% | -$68.6K | ﹤0.01% | 672 |
|
|
2022
Q1 | $1.07M | Sell |
15,595
-1,595
| -9% | -$109K | 0.01% | 652 |
|
|
2021
Q4 | $1.24M | Sell |
17,190
-905
| -5% | -$65.1K | 0.01% | 635 |
|
|
2021
Q3 | $1.06M | Sell |
18,095
-2,720
| -13% | -$159K | 0.01% | 659 |
|
|
2021
Q2 | $992K | Sell |
20,815
-2,670
| -11% | -$127K | 0.01% | 700 |
|
|
2021
Q1 | $866K | Sell |
23,485
-95,755
| -80% | -$3.53M | ﹤0.01% | 705 |
|
|
2020
Q4 | $3.54M | Sell |
119,240
-22,915
| -16% | -$681K | 0.02% | 407 |
|
|
2020
Q3 | $3.35M | Sell |
142,155
-53,800
| -27% | -$1.27M | 0.02% | 407 |
|
|
2020
Q2 | $5.38M | Sell |
195,955
-15,750
| -7% | -$432K | 0.04% | 341 |
|
|
2020
Q1 | $4.28M | Sell |
211,705
-29,065
| -12% | -$588K | 0.04% | 361 |
|
|
2019
Q4 | $5.14M | Sell |
240,770
-2,850
| -1% | -$60.9K | 0.03% | 413 |
|
|
2019
Q3 | $3.74M | Buy |
+243,620
| New | +$3.74M | 0.03% | 476 |
|
|
2018
Q2 | – | Sell |
-68,550
| Closed | -$735K | – | 1326 |
|
|
2018
Q1 | $735K | Buy |
68,550
+3,000
| +5% | +$32.2K | 0.01% | 851 |
|
|
2017
Q4 | $573K | Buy |
65,550
+40
| +0.1% | +$350 | ﹤0.01% | 925 |
|
|
2017
Q3 | $470K | Buy |
65,510
+6,580
| +11% | +$47.2K | ﹤0.01% | 979 |
|
|
2017
Q2 | $441K | Buy |
58,930
+4,630
| +9% | +$34.6K | ﹤0.01% | 959 |
|
|
2017
Q1 | $416K | Buy |
54,300
+20,060
| +59% | +$154K | ﹤0.01% | 956 |
|
|
2016
Q4 | $206K | Buy |
+34,240
| New | +$206K | ﹤0.01% | 1176 |
|
|
2016
Q3 | – | Sell |
-333,945
| Closed | -$2.14M | – | 1276 |
|
|
2016
Q2 | $2.14M | Sell |
333,945
-24,020
| -7% | -$154K | 0.02% | 534 |
|
|
2016
Q1 | $2.19M | Buy |
+357,965
| New | +$2.19M | 0.02% | 511 |
|