Brendel Financial Advisors’s Fortinet FTNT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,212	Closed	-$270K	–	107
2025 Q3	$270K	Buy	3,212 +506	+19%	+$45.2K	0.14%	84
2025 Q2	$286K	Sell	2,706 -14	-0.5%	-$1.41K	0.16%	82
2025 Q1	$262K	Hold	2,720	–	–	0.16%	82
2024 Q4	$257K	Buy	+2,720	New	+$242K	0.16%	77
2024 Q2	–	Sell	-30,046	Closed	-$2.05M	–	92
2024 Q1	$2.05M	Buy	+30,046	New	+$2M	2.35%	18
2023 Q3	–	Sell	-26,011	Closed	-$1.97M	–	46
2023 Q2	$1.97M	Sell	26,011 -340	-1%	-$23.1K	2.96%	17
2023 Q1	$1.75M	Buy	+26,351	New	+$1.5M	1.3%	35
2022 Q1	–	Sell	-45,545	Closed	-$3.27M	–	120
2021 Q4	$3.27M	Buy	+45,545	New	+$3M	1.7%	17
2021 Q3	–	Sell	-1,350	Closed	-$64K	–	147
2021 Q2	$64K	Buy	+1,350	New	+$57.6K	0.04%	151