Bordeaux Wealth 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
$653K Buy
6,181
+247
+4% +$26.1K 0.08% 74
2025
Q1
$571K Sell
5,934
-206
-3% -$19.8K 0.11% 80
2024
Q4
$580K Buy
6,140
+263
+4% +$24.8K 0.09% 82
2024
Q3
$456K Buy
5,877
+247
+4% +$19.2K 0.08% 97
2024
Q2
$339K Buy
5,630
+29
+0.5% +$1.75K 0.06% 102
2024
Q1
$383K Buy
5,601
+81
+1% +$5.53K 0.13% 69
2023
Q4
$323K Buy
5,520
+11
+0.2% +$644 0.11% 77
2023
Q3
$323K Sell
5,509
-274
-5% -$16.1K 0.13% 72
2023
Q2
$437K Sell
5,783
-2
-0% -$151 0.18% 60
2023
Q1
$384K Buy
5,785
+10
+0.2% +$665 0.2% 72
2022
Q4
$282K Hold
5,775
0.15% 73
2022
Q3
$284K Buy
+5,775
New +$284K 0.18% 70