Wealth Enhancement Advisory Services’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $14.1M | Buy |
133,842
+2,431
| +2% | +$257K | 0.02% | 525 |
|
2025
Q1 | $12.6M | Buy |
131,411
+38,080
| +41% | +$3.67M | 0.02% | 514 |
|
2024
Q4 | $8.82M | Buy |
93,331
+18,008
| +24% | +$1.7M | 0.02% | 602 |
|
2024
Q3 | $5.84M | Buy |
75,323
+20,368
| +37% | +$1.58M | 0.01% | 679 |
|
2024
Q2 | $3.31M | Buy |
54,955
+8,103
| +17% | +$488K | 0.01% | 816 |
|
2024
Q1 | $3.2M | Sell |
46,852
-1,123
| -2% | -$76.7K | 0.01% | 792 |
|
2023
Q4 | $2.81M | Sell |
47,975
-126,237
| -72% | -$7.39M | 0.01% | 785 |
|
2023
Q3 | $10.2M | Buy |
+174,212
| New | +$10.2M | 0.03% | 403 |
|
2022
Q4 | – | Sell |
-24,578
| Closed | -$1.27M | – | 340 |
|
2022
Q3 | $1.27M | Buy |
+24,578
| New | +$1.27M | 0.02% | 218 |
|
2020
Q4 | – | Sell |
-89,190
| Closed | -$2.3M | – | 228 |
|
2020
Q3 | $2.3M | Sell |
89,190
-59,600
| -40% | -$1.54M | 0.06% | 102 |
|
2020
Q2 | $4M | Buy |
+148,790
| New | +$4M | 0.11% | 69 |
|
2019
Q3 | – | Sell |
-72,580
| Closed | -$1.2M | – | 211 |
|
2019
Q2 | $1.2M | Buy |
72,580
+8,340
| +13% | +$138K | 0.05% | 137 |
|
2019
Q1 | $1.18M | Buy |
+64,240
| New | +$1.18M | 0.07% | 121 |
|