Beacon Investment Advisory Services’s Fortinet FTNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$29M Buy
274,119
+4,699
+2% +$497K 1.28% 24
2025
Q1
$25.9M Buy
269,420
+8,538
+3% +$822K 1.21% 27
2024
Q4
$24.6M Buy
260,882
+95,414
+58% +$9.01M 1.07% 35
2024
Q3
$12.8M Buy
165,468
+8,421
+5% +$653K 0.53% 58
2024
Q2
$9.47M Buy
+157,047
New +$9.47M 0.41% 62