Birchcreek Wealth Management’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Sell |
4,381
-600
| -12% | -$63.4K | 0.26% | 67 |
|
|
2025
Q1 | $479K | Sell |
4,981
-274
| -5% | -$26.4K | 0.3% | 60 |
|
|
2024
Q4 | $496K | Sell |
5,255
-15
| -0.3% | -$1.42K | 0.31% | 60 |
|
|
2024
Q3 | $409K | Buy |
5,270
+100
| +2% | +$7.76K | 0.27% | 76 |
|
|
2024
Q2 | $312K | Hold |
5,170
| – | – | 0.18% | 109 |
|
|
2024
Q1 | $353K | Buy |
+5,170
| New | +$353K | 0.19% | 107 |
|
|
2021
Q1 | – | Sell |
-1,995
| Closed | -$59K | – | 174 |
|
|
2020
Q4 | $59K | Buy |
+1,995
| New | +$59K | 0.06% | 198 |
|