Valeo Financial Advisors’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.28M | Buy |
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|
2025
Q2 | $1.25M | Buy |
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|
2025
Q1 | $954K | Buy |
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|
2024
Q4 | $916K | Sell |
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|
2024
Q3 | $807K | Sell |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $680K | Buy |
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|
2023
Q4 | $499K | Sell |
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|
2023
Q3 | $630K | Buy |
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|
2023
Q2 | $566K | Sell |
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|
2023
Q1 | $591K | Buy |
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|
2022
Q4 | $337K | Buy |
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|
2022
Q3 | $238K | Sell |
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|
2022
Q2 | $283K | Buy |
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|
2022
Q1 | $256K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $31K | Sell |
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|
2020
Q4 | $172K | Buy |
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|
2020
Q3 | $13K | Sell |
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|
2020
Q2 | $15K | Sell |
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|
2020
Q1 | $49K | Sell |
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|
2019
Q4 | $74K | Buy |
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|
2019
Q3 | $36K | Sell |
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|
2019
Q2 | $39K | Buy |
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|
2019
Q1 | $2K | Sell |
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|
2018
Q4 | $2K | Sell |
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|
2018
Q3 | $3K | Hold |
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|
2018
Q2 | $2K | Sell |
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|
2018
Q1 | $15K | Buy |
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|
2017
Q4 | $2K | Hold |
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|
2017
Q3 | $2K | Buy |
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