Univest Financial’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.99M | Sell |
47,229
-7,550
| -14% | -$798K | 0.3% | 64 |
|
2025
Q1 | $5.27M | Sell |
54,779
-18,560
| -25% | -$1.79M | 0.34% | 57 |
|
2024
Q4 | $6.93M | Buy |
73,339
+159
| +0.2% | +$15K | 0.44% | 52 |
|
2024
Q3 | $5.68M | Buy |
73,180
+62,213
| +567% | +$4.82M | 0.37% | 52 |
|
2024
Q2 | $661K | Buy |
10,967
+3,766
| +52% | +$227K | 0.18% | 55 |
|
2024
Q1 | $492K | Buy |
+7,201
| New | +$492K | 0.14% | 64 |
|
2023
Q4 | – | Sell |
-6,219
| Closed | -$365K | – | 121 |
|
2023
Q3 | $365K | Buy |
6,219
+3,569
| +135% | +$209K | 0.12% | 71 |
|
2023
Q2 | $200K | Buy |
+2,650
| New | +$200K | 0.06% | 117 |
|