Valeo 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 | $1.25M | Buy |
11,834
+1,926
| +19% | +$204K | 0.03% | 248 |
|
|
2025
Q1 | $954K | Buy |
9,908
+211
| +2% | +$20.3K | 0.03% | 272 |
|
|
2024
Q4 | $916K | Sell |
9,697
-705
| -7% | -$66.6K | 0.03% | 280 |
|
|
2024
Q3 | $807K | Sell |
10,402
-6,508
| -38% | -$505K | 0.02% | 301 |
|
|
2024
Q2 | $1.02M | Buy |
16,910
+6,527
| +63% | +$393K | 0.03% | 233 |
|
|
2024
Q1 | $680K | Buy |
10,383
+1,852
| +22% | +$121K | 0.02% | 298 |
|
|
2023
Q4 | $499K | Sell |
8,531
-2,213
| -21% | -$130K | 0.02% | 364 |
|
|
2023
Q3 | $630K | Buy |
10,744
+3,253
| +43% | +$191K | 0.03% | 281 |
|
|
2023
Q2 | $566K | Sell |
7,491
-1,405
| -16% | -$106K | 0.03% | 297 |
|
|
2023
Q1 | $591K | Buy |
8,896
+2,001
| +29% | +$133K | 0.03% | 299 |
|
|
2022
Q4 | $337K | Buy |
6,895
+2,060
| +43% | +$101K | 0.02% | 358 |
|
|
2022
Q3 | $238K | Sell |
4,835
-170
| -3% | -$8.37K | 0.02% | 398 |
|
|
2022
Q2 | $283K | Buy |
5,005
+1,255
| +33% | +$71K | 0.02% | 361 |
|
|
2022
Q1 | $256K | Buy |
+3,750
| New | +$256K | 0.01% | 459 |
|
|
2021
Q2 | – | Sell |
-845
| Closed | -$31K | – | 924 |
|
|
2021
Q1 | $31K | Sell |
845
-4,935
| -85% | -$181K | ﹤0.01% | 970 |
|
|
2020
Q4 | $172K | Buy |
5,780
+5,225
| +941% | +$155K | 0.01% | 435 |
|
|
2020
Q3 | $13K | Sell |
555
-5
| -0.9% | -$117 | ﹤0.01% | 982 |
|
|
2020
Q2 | $15K | Sell |
560
-1,845
| -77% | -$49.4K | ﹤0.01% | 1085 |
|
|
2020
Q1 | $49K | Sell |
2,405
-1,055
| -30% | -$21.5K | 0.01% | 588 |
|
|
2019
Q4 | $74K | Buy |
3,460
+1,100
| +47% | +$23.5K | 0.01% | 516 |
|
|
2019
Q3 | $36K | Sell |
2,360
-190
| -7% | -$2.9K | ﹤0.01% | 691 |
|
|
2019
Q2 | $39K | Buy |
2,550
+2,435
| +2,117% | +$37.2K | ﹤0.01% | 673 |
|
|
2019
Q1 | $2K | Sell |
115
-20
| -15% | -$348 | ﹤0.01% | 1345 |
|
|
2018
Q4 | $2K | Sell |
135
-25
| -16% | -$370 | ﹤0.01% | 1269 |
|
|
2018
Q3 | $3K | Hold |
160
| – | – | ﹤0.01% | 1333 |
|
|
2018
Q2 | $2K | Sell |
160
-1,200
| -88% | -$15K | ﹤0.01% | 1332 |
|
|
2018
Q1 | $15K | Buy |
1,360
+1,135
| +504% | +$12.5K | ﹤0.01% | 810 |
|
|
2017
Q4 | $2K | Hold |
225
| – | – | ﹤0.01% | 1177 |
|
|
2017
Q3 | $2K | Buy |
+225
| New | +$2K | ﹤0.01% | 1009 |
|