Waverly 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 | $638K | Buy |
6,035
+1,094
| +22% | +$116K | 0.01% | 738 |
|
|
2025
Q1 | $476K | Buy |
4,941
+1,037
| +27% | +$99.8K | 0.01% | 790 |
|
|
2024
Q4 | $369K | Buy |
3,904
+927
| +31% | +$87.6K | 0.01% | 757 |
|
|
2024
Q3 | $231K | Buy |
+2,977
| New | +$231K | ﹤0.01% | 746 |
|
|
2014
Q4 | – | Sell |
-10,000
| Closed | -$51K | – | 515 |
|
|
2014
Q3 | $51K | Hold |
10,000
| – | – | 0.03% | 216 |
|
|
2014
Q2 | $50K | Hold |
10,000
| – | – | 0.02% | 231 |
|
|
2014
Q1 | $44K | Hold |
10,000
| – | – | 0.02% | 232 |
|
|
2013
Q4 | $38K | Buy |
+10,000
| New | +$38K | 0.01% | 366 |
|