Asset Planning Inc’s Fortinet FTNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$183K Hold
1,727
0.14% 87
2025
Q1
$166K Hold
1,727
0.13% 87
2024
Q4
$163K Buy
+1,727
New +$163K 0.12% 83