Wealthspire Advisors (New York)’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $236K | Sell |
2,887
-10,588
| -79% | -$855K | ﹤0.01% | 804 |
|
|
2025
Q4 | $1.07M | Buy |
13,475
+9,989
| +287% | +$828K | 0.01% | 413 |
|
|
2025
Q3 | $293K | Sell |
3,486
-1,827
| -34% | -$163K | ﹤0.01% | 677 |
|
|
2025
Q2 | $562K | Buy |
5,313
+475
| +10% | +$47.9K | ﹤0.01% | 508 |
|
|
2025
Q1 | $466K | Buy |
4,838
+119
| +3% | +$12.1K | ﹤0.01% | 529 |
|
|
2024
Q4 | $446K | Sell |
4,719
-1,754
| -27% | -$156K | ﹤0.01% | 543 |
|
|
2024
Q3 | $502K | Buy |
6,473
+80
| +1% | +$5.46K | 0.01% | 502 |
|
|
2024
Q2 | $385K | Sell |
6,393
-154
| -2% | -$9.58K | ﹤0.01% | 479 |
|
|
2024
Q1 | $447K | Sell |
6,547
-13
| -0.2% | -$865 | 0.01% | 445 |
|
|
2023
Q4 | $384K | Buy |
6,560
+683
| +12% | +$37.8K | 0.01% | 461 |
|
|
2023
Q3 | $345K | Sell |
5,877
-181
| -3% | -$12K | 0.01% | 461 |
|
|
2023
Q2 | $458K | Sell |
6,058
-260
| -4% | -$17.7K | 0.01% | 379 |
|
|
2023
Q1 | $420K | Sell |
6,318
-922
| -13% | -$52.4K | 0.01% | 379 |
|
|
2022
Q4 | $354K | Buy |
7,240
+1,346
| +23% | +$70.1K | 0.01% | 426 |
|
|
2022
Q3 | $290K | Sell |
5,894
-646
| -10% | -$35K | 0.01% | 420 |
|
|
2022
Q2 | $370K | Buy |
+6,540
| New | +$388K | 0.01% | 357 |
|
|
2022
Q1 | – | Sell |
-3,560
| Closed | -$256K | – | 481 |
|
|
2021
Q4 | $256K | Sell |
3,560
-520
| -13% | -$34.2K | 0.01% | 459 |
|
|
2021
Q3 | $238K | Buy |
+4,080
| New | +$236K | ﹤0.01% | 507 |
|
|
2021
Q2 | – | Sell |
-7,445
| Closed | -$275K | – | 488 |
|
|
2021
Q1 | $275K | Buy |
+7,445
| New | +$244K | 0.01% | 579 |
|
|
2019
Q1 | – | Sell |
-15
| Closed | – | – | 319 |
|
|
2018
Q4 | $0 | Buy |
+15
| New | +$228 | ﹤0.01% | 890 |
|
Other funds holding FTNT
VCM
VPM
