Westover Capital 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 | $739K | Sell |
6,989
-2,143
| -23% | -$227K | 0.15% | 118 |
|
2025
Q1 | $879K | Buy |
+9,132
| New | +$879K | 0.2% | 102 |
|
2023
Q4 | – | Sell |
-8,276
| Closed | -$486K | – | 183 |
|
2023
Q3 | $486K | Sell |
8,276
-16,675
| -67% | -$978K | 0.18% | 104 |
|
2023
Q2 | $1.89M | Sell |
24,951
-863
| -3% | -$65.2K | 0.66% | 41 |
|
2023
Q1 | $1.72M | Sell |
25,814
-1,146
| -4% | -$76.2K | 0.64% | 44 |
|
2022
Q4 | $1.32M | Buy |
+26,960
| New | +$1.32M | 0.52% | 56 |
|
2022
Q2 | – | Sell |
-3,250
| Closed | -$222K | – | 172 |
|
2022
Q1 | $222K | Hold |
3,250
| – | – | 0.07% | 170 |
|
2021
Q4 | $234K | Buy |
+3,250
| New | +$234K | 0.07% | 162 |
|