Wealthcare Advisory Partners’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $863K | Sell |
8,166
-96
| -1% | -$10.1K | 0.02% | 511 |
|
|
2025
Q1 | $795K | Sell |
8,262
-513
| -6% | -$49.4K | 0.02% | 486 |
|
|
2024
Q4 | $829K | Sell |
8,775
-641
| -7% | -$60.6K | 0.02% | 464 |
|
|
2024
Q3 | $730K | Sell |
9,416
-340
| -3% | -$26.4K | 0.02% | 484 |
|
|
2024
Q2 | $588K | Sell |
9,756
-277
| -3% | -$16.7K | 0.02% | 500 |
|
|
2024
Q1 | $685K | Buy |
10,033
+5,820
| +138% | +$398K | 0.02% | 478 |
|
|
2023
Q4 | $247K | Sell |
4,213
-34
| -0.8% | -$1.99K | 0.01% | 661 |
|
|
2023
Q3 | $249K | Buy |
4,247
+337
| +9% | +$19.8K | 0.01% | 595 |
|
|
2023
Q2 | $296K | Sell |
3,910
-90
| -2% | -$6.8K | 0.01% | 566 |
|
|
2023
Q1 | $266K | Sell |
4,000
-488
| -11% | -$32.4K | 0.01% | 615 |
|
|
2022
Q4 | $219K | Sell |
4,488
-165
| -4% | -$8.07K | 0.01% | 631 |
|
|
2022
Q3 | $229K | Sell |
4,653
-97
| -2% | -$4.77K | 0.01% | 543 |
|
|
2022
Q2 | $269K | Sell |
4,750
-155
| -3% | -$8.78K | 0.02% | 462 |
|
|
2022
Q1 | $335K | Buy |
4,905
+20
| +0.4% | +$1.37K | 0.02% | 388 |
|
|
2021
Q4 | $351K | Buy |
4,885
+90
| +2% | +$6.47K | 0.02% | 404 |
|
|
2021
Q3 | $280K | Buy |
4,795
+40
| +0.8% | +$2.34K | 0.02% | 439 |
|
|
2021
Q2 | $227K | Sell |
4,755
-150
| -3% | -$7.16K | 0.02% | 494 |
|
|
2021
Q1 | $181K | Buy |
+4,905
| New | +$181K | 0.01% | 505 |
|
|
2020
Q2 | – | Sell |
-2,700
| Closed | -$55K | – | 710 |
|
|
2020
Q1 | $55K | Buy |
2,700
+300
| +13% | +$6.11K | 0.01% | 493 |
|
|
2019
Q4 | $51K | Sell |
2,400
-300
| -11% | -$6.38K | 0.01% | 540 |
|
|
2019
Q3 | $41K | Buy |
2,700
+200
| +8% | +$3.04K | 0.01% | 577 |
|
|
2019
Q2 | $38K | Hold |
2,500
| – | – | 0.01% | 566 |
|
|
2019
Q1 | $42K | Hold |
2,500
| – | – | 0.01% | 505 |
|
|
2018
Q4 | $35K | Sell |
2,500
-500
| -17% | -$7K | 0.01% | 505 |
|
|
2018
Q3 | $55K | Sell |
3,000
-500
| -14% | -$9.17K | 0.01% | 447 |
|
|
2018
Q2 | $44K | Hold |
3,500
| – | – | 0.01% | 484 |
|
|
2018
Q1 | $38K | Sell |
3,500
-60
| -2% | -$651 | 0.01% | 450 |
|
|
2017
Q4 | $31K | Buy |
3,560
+60
| +2% | +$522 | 0.01% | 450 |
|
|
2017
Q3 | $25K | Buy |
+3,500
| New | +$25K | 0.01% | 394 |
|