Beacon 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 | $1.03M | Hold |
10,004
| – | – | 0.44% | 65 |
|
|
2025
Q1 | $963K | Hold |
10,004
| – | – | 0.45% | 65 |
|
|
2024
Q4 | $945K | Sell |
10,004
-16
| -0.2% | -$1.51K | 0.44% | 67 |
|
|
2024
Q3 | $777K | Hold |
10,020
| – | – | 0.37% | 76 |
|
|
2024
Q2 | $604K | Hold |
10,020
| – | – | 0.31% | 85 |
|
|
2024
Q1 | $684K | Hold |
10,020
| – | – | 0.39% | 71 |
|
|
2023
Q4 | $586K | Hold |
10,020
| – | – | 0.37% | 70 |
|
|
2023
Q3 | $588K | Hold |
10,020
| – | – | 0.42% | 68 |
|
|
2023
Q2 | $757K | Hold |
10,020
| – | – | 0.52% | 58 |
|
|
2023
Q1 | $666K | Sell |
10,020
-85
| -0.8% | -$5.65K | 0.49% | 62 |
|
|
2022
Q4 | $494K | Buy |
+10,105
| New | +$494K | 0.41% | 73 |
|