Atria Wealth Solutions’s Fortinet FTNT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.96M	Sell	27,967 -9,940	-26%	-$1M	0.07%	321
2025 Q1	$3.65M	Sell	37,907 -1,981	-5%	-$201K	0.04%	434
2024 Q4	$3.77M	Sell	39,888 -815	-2%	-$72.5K	0.04%	432
2024 Q3	$3.16M	Sell	40,703 -9,417	-19%	-$643K	0.03%	481
2024 Q2	$3.02M	Sell	50,120 -1,120	-2%	-$69.6K	0.03%	485
2024 Q1	$3.5M	Sell	51,240 -11,442	-18%	-$762K	0.04%	447
2023 Q4	$3.67M	Sell	62,682 -44,366	-41%	-$2.45M	0.05%	399
2023 Q3	$6.28M	Sell	107,048 -3,139	-3%	-$208K	0.09%	239
2023 Q2	$8.33M	Sell	110,187 -5,451	-5%	-$371K	0.11%	179
2023 Q1	$7.69M	Buy	115,638 +14,887	+15%	+$846K	0.11%	177
2022 Q4	$4.93M	Sell	100,751 -17,183	-15%	-$895K	0.08%	256
2022 Q3	$5.79M	Sell	117,934 -4,567	-4%	-$247K	0.1%	204
2022 Q2	$6.93M	Buy	122,501 +15,941	+15%	+$947K	0.14%	171
2022 Q1	$7.28M	Buy	+106,560	New	+$6.62M	0.12%	179