Baldwin Wealth Partners’s Fortinet FTNT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-221	Closed	-$17.1K	–	534
2024 Q3	$17.1K	Buy	221 +50	+29%	+$3.42K	﹤0.01%	720
2024 Q2	$10.3K	Hold	171	–	–	﹤0.01%	539
2024 Q1	$11.7K	Hold	171	–	–	﹤0.01%	538
2023 Q4	$10K	Buy	+171	New	+$9.45K	﹤0.01%	575
2022 Q4	–	Sell	-150	Closed	-$7K	–	796
2022 Q3	$7K	Hold	150	–	–	﹤0.01%	542
2022 Q2	$8K	Hold	150	–	–	﹤0.01%	552
2022 Q1	$10K	Sell	150 -55	-27%	-$3.42K	﹤0.01%	539
2021 Q4	$15K	Hold	205	–	–	﹤0.01%	471
2021 Q3	$12K	Sell	205 -45	-18%	-$2.61K	﹤0.01%	498
2021 Q2	$12K	Hold	250	–	–	﹤0.01%	518
2021 Q1	$9K	Hold	250	–	–	﹤0.01%	521
2020 Q4	$7K	Hold	250	–	–	﹤0.01%	480
2020 Q3	$6K	Hold	250	–	–	﹤0.01%	460
2020 Q2	$7K	Hold	250	–	–	﹤0.01%	450
2020 Q1	$5K	Hold	250	–	–	﹤0.01%	470
2019 Q4	$5K	Buy	+250	New	+$4.71K	﹤0.01%	479