Willner & Heller’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $994K | Hold |
9,402
| – | – | 0.84% | 31 |
|
|
2025
Q1 | $905K | Hold |
9,402
| – | – | 0.84% | 31 |
|
|
2024
Q4 | $888K | Sell |
9,402
-60
| -0.6% | -$5.67K | 0.78% | 31 |
|
|
2024
Q3 | $734K | Buy |
9,462
+100
| +1% | +$7.76K | 0.65% | 43 |
|
|
2024
Q2 | $564K | Hold |
9,362
| – | – | 0.54% | 55 |
|
|
2024
Q1 | $640K | Buy |
9,362
+1,000
| +12% | +$68.3K | 0.64% | 51 |
|
|
2023
Q4 | $489K | Buy |
+8,362
| New | +$489K | 0.55% | 61 |
|
|
2022
Q4 | $415K | Buy |
8,497
+1,770
| +26% | +$86.5K | 0.59% | 61 |
|
|
2022
Q3 | $330K | Buy |
6,727
+2,052
| +44% | +$101K | 0.53% | 65 |
|
|
2022
Q2 | $265K | Buy |
4,675
+875
| +23% | +$49.6K | 0.41% | 95 |
|
|
2022
Q1 | $273K | Sell |
3,800
-150
| -4% | -$10.8K | 0.34% | 108 |
|
|
2021
Q4 | $231K | Buy |
+3,950
| New | +$231K | 0.31% | 123 |
|