Brendel Financial 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 | $286K | Sell |
2,706
-14
| -0.5% | -$1.48K | 0.16% | 82 |
|
|
2025
Q1 | $262K | Hold |
2,720
| – | – | 0.16% | 82 |
|
|
2024
Q4 | $257K | Buy |
+2,720
| New | +$257K | 0.16% | 77 |
|
|
2024
Q2 | – | Sell |
-30,046
| Closed | -$2.05M | – | 92 |
|
|
2024
Q1 | $2.05M | Buy |
+30,046
| New | +$2.05M | 2.35% | 18 |
|
|
2023
Q3 | – | Sell |
-26,011
| Closed | -$1.97M | – | 46 |
|
|
2023
Q2 | $1.97M | Sell |
26,011
-340
| -1% | -$25.7K | 2.96% | 17 |
|
|
2023
Q1 | $1.75M | Buy |
+26,351
| New | +$1.75M | 1.3% | 35 |
|
|
2022
Q1 | – | Sell |
-45,545
| Closed | -$3.27M | – | 120 |
|
|
2021
Q4 | $3.27M | Buy |
+45,545
| New | +$3.27M | 1.7% | 17 |
|
|
2021
Q3 | – | Sell |
-1,350
| Closed | -$64K | – | 147 |
|
|
2021
Q2 | $64K | Buy |
+1,350
| New | +$64K | 0.04% | 151 |
|