AssuredPartners Investment 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
$617K Buy
5,835
+252
+5% +$26.6K 0.15% 109
2025
Q1
$537K Sell
5,583
-8
-0.1% -$770 0.1% 189
2024
Q4
$528K Buy
+5,591
New +$528K 0.1% 192