Valley Wealth Managers’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Sell |
6,780
-200
| -3% | -$21.1K | 0.05% | 138 |
|
|
2025
Q1 | $672K | Buy |
6,980
+278
| +4% | +$26.8K | 0.05% | 141 |
|
|
2024
Q4 | $633K | Buy |
6,702
+384
| +6% | +$36.3K | 0.05% | 146 |
|
|
2024
Q3 | $490K | Buy |
6,318
+1,174
| +23% | +$91K | 0.04% | 159 |
|
|
2024
Q2 | $310K | Sell |
5,144
-445
| -8% | -$26.8K | 0.02% | 174 |
|
|
2024
Q1 | $382K | Buy |
5,589
+871
| +18% | +$59.5K | 0.03% | 167 |
|
|
2023
Q4 | $276K | Buy |
4,718
+315
| +7% | +$18.4K | 0.02% | 171 |
|
|
2023
Q3 | $258K | Buy |
4,403
+241
| +6% | +$14.1K | 0.02% | 171 |
|
|
2023
Q2 | $315K | Sell |
4,162
-60
| -1% | -$4.54K | 0.03% | 132 |
|
|
2023
Q1 | $281K | Sell |
4,222
-34
| -0.8% | -$2.26K | 0.03% | 135 |
|
|
2022
Q4 | $208K | Buy |
4,256
+58
| +1% | +$2.84K | 0.02% | 164 |
|
|
2022
Q3 | $206K | Buy |
4,198
+15
| +0.4% | +$736 | 0.02% | 163 |
|
|
2022
Q2 | $237K | Sell |
4,183
-31,527
| -88% | -$1.79M | 0.02% | 170 |
|
|
2022
Q1 | $2.57M | Sell |
35,710
-315
| -0.9% | -$22.6K | 0.21% | 94 |
|
|
2021
Q4 | $2.82M | Buy |
36,025
+1,580
| +5% | +$124K | 0.23% | 94 |
|
|
2021
Q3 | $2.39M | Buy |
34,445
+28,620
| +491% | +$1.98M | 0.21% | 96 |
|
|
2021
Q2 | $277K | Buy |
+5,825
| New | +$277K | 0.02% | 157 |
|