Institute For Wealth Management, Llc. Fortinet, Inc. Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Fortinet, Inc. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 57,483 shares of FTNT stock, worth $5.57 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

57,483

Previous 57,743 0.45%

Holding current value

$5.57 Million

Previous $4.48 Million 21.29%

% of portfolio

0.69%

Previous 0.57%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$76.49 - $99.21 $19,887 - $25,794	-260 Reduced 0.45%	57,483 $5.43 Million
Q3 2024 Nov 12, 2024	BUY	$55.39 - $77.55 $2,381 - $3,334	43 Added 0.07%	57,743 $4.48 Million
Q2 2024 Jul 25, 2024	BUY	$57.94 - $71.32 $45,193 - $55,629	780 Added 1.37%	57,700 $3.48 Million
Q1 2024 Apr 30, 2024	SELL	$57.78 - $73.07 $6,471 - $8,183	-112 Reduced 0.2%	56,920 $3.89 Million
Q4 2023 Jan 31, 2024	SELL	$49.52 - $59.93 $32,534 - $39,374	-657 Reduced 1.14%	57,032 $3.34 Million
Q3 2023 Oct 13, 2023	SELL	$56.77 - $80.28 $11,978 - $16,939	-211 Reduced 0.36%	57,689 $3.39 Million
Q2 2023 Jul 25, 2023	BUY	$60.49 - $75.59 $544 - $680	9 Added 0.02%	57,900 $4.38 Million
Q1 2023 Apr 20, 2023	SELL	$47.45 - $66.46 $28,517 - $39,942	-601 Reduced 1.03%	57,891 $3.85 Million
Q4 2022 Feb 02, 2023	SELL	$45.93 - $57.16 $47,813 - $59,503	-1,041 Reduced 1.75%	58,492 $2.86 Million
Q2 2022 Jul 25, 2022	BUY	$49.04 - $69.34 $2.33 Million - $3.3 Million	47,562 Added 397.31%	59,533 $3.37 Million
Q1 2022 Apr 29, 2022	SELL	$53.94 - $69.5 $1,456 - $1,876	-27 Reduced 0.23%	11,971 $4.09 Million
Q4 2021 Jan 21, 2022	SELL	$57.77 - $73.53 $8,607 - $10,955	-149 Reduced 1.23%	11,998 $4.31 Million
Q3 2021 Nov 15, 2021	SELL	$48.47 - $64.04 $2,714 - $3,586	-56 Reduced 0.46%	12,147 $3.55 Million
Q1 2021 May 04, 2021	SELL	$27.62 - $38.41 $3,424 - $4,762	-124 Reduced 1.01%	12,203 $2.25 Million
Q4 2020 Feb 01, 2021	SELL	$22.07 - $30.43 $6,598 - $9,098	-299 Reduced 2.37%	12,327 $1.83 Million
Q3 2020 Nov 03, 2020	BUY	$23.03 - $29.92 $1,865 - $2,423	81 Added 0.65%	12,626 $1.49 Million
Q1 2020 Apr 29, 2020	BUY	$15.14 - $24.27 $189,931 - $304,467	12,545 New	12,545 $1.27 Million
Q2 2019 Aug 02, 2019	SELL	$13.93 - $19.04 $230,416 - $314,940	-16,541 Closed	0 $0
Q4 2018 Feb 08, 2019	SELL	$13.1 - $18.46 $2,593 - $3,655	-198 Reduced 1.18%	16,541 $1.17 Million
Q2 2018 Aug 10, 2018	SELL	$10.49 - $13.23 $199 - $251	-19 Reduced 0.11%	16,739 $1.04 Million
Q1 2018 May 15, 2018	SELL	$8.77 - $10.94 $35 - $43	-4 Reduced 0.02%	16,758 $931,000
Q4 2017 Feb 12, 2018	SELL	$7.27 - $9.02 $11,195 - $13,890	-1,540 Reduced 8.41%	16,762 $731,000
Q3 2017 Nov 14, 2017	BUY	$7.17 - $7.73 $28 - $30	4 Added 0.02%	18,302 $658,000
Q2 2017 Aug 14, 2017	BUY	N/A	18,298	18,298 $684,000

Others Institutions Holding FTNT

# of Institutions

1,295

Shares Held

478M

Call Options Held

6.45M

Put Options Held

7.84M

View Full List

About Fortinet, Inc.

Ticker FTNT
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 788,521,024
Market Cap $76.4B
Description
Fortinet, Inc. provides broad, integrated, and automated cybersecurity solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It offers FortiGate hardware and software licenses that provide various security and networking functions, including firewall, intrusion prevention, anti-malware, virtual private network, applic...

More about FTNT

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Institute For Wealth Management, Llc. Fortinet, Inc. Transaction History