Waddell & Associates’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $777K | Buy |
7,354
+3,854
| +110% | +$407K | 0.08% | 68 |
|
2025
Q1 | $337K | Hold |
3,500
| – | – | 0.04% | 114 |
|
2024
Q4 | $331K | Hold |
3,500
| – | – | 0.03% | 115 |
|
2024
Q3 | $271K | Hold |
3,500
| – | – | 0.03% | 130 |
|
2024
Q2 | $211K | Hold |
3,500
| – | – | 0.03% | 130 |
|
2024
Q1 | $239K | Hold |
3,500
| – | – | 0.03% | 130 |
|
2023
Q4 | $205K | Hold |
3,500
| – | – | 0.03% | 146 |
|
2023
Q3 | $205K | Hold |
3,500
| – | – | 0.03% | 165 |
|
2023
Q2 | $265K | Hold |
3,500
| – | – | 0.04% | 143 |
|
2023
Q1 | $233K | Buy |
+3,500
| New | +$233K | 0.04% | 140 |
|
2022
Q2 | – | Sell |
-3,500
| Closed | -$239K | – | 148 |
|
2022
Q1 | $239K | Hold |
3,500
| – | – | 0.04% | 118 |
|
2021
Q4 | $252K | Hold |
3,500
| – | – | 0.04% | 109 |
|
2021
Q3 | $204K | Buy |
+3,500
| New | +$204K | 0.03% | 109 |
|