Caldwell Trust’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $436K | Buy |
4,125
+3,000
|
|
||||
|
2025
Q1 | $108K | Hold |
1,125
|
|
||||
|
2024
Q4 | $106K | Hold |
1,125
|
|
||||
|
2024
Q3 | $87.2K | Hold |
1,125
|
|
||||
|
2024
Q2 | $67.8K | Hold |
1,125
|
|
||||
|
2024
Q1 | $76.8K | Hold |
1,125
|
|
||||
|
2023
Q4 | $65.8K | Hold |
1,125
|
|
||||
|
2023
Q3 | $66K | Hold |
1,125
|
|
||||
|
2023
Q2 | $85K | Hold |
1,125
|
|
||||
|
2023
Q1 | $74.8K | Hold |
1,125
|
|
||||
|
2022
Q4 | $55K | Hold |
1,125
|
|
||||
|
2022
Q3 | $55.3K | Hold |
1,125
|
|
||||
|
2022
Q2 | $63.7K | Hold |
1,125
|
|
||||
|
2022
Q1 | $76.9K | Hold |
1,125
|
|
||||
|
2021
Q4 | $80.9K | Hold |
1,125
|
|
||||
|
2021
Q3 | $65.7K | Hold |
1,125
|
|
||||
|
2021
Q2 | $53.6K | Hold |
1,125
|
|
||||
|
2021
Q1 | $41.5K | Hold |
1,125
|
|
||||
|
2020
Q4 | $33.4K | Hold |
1,125
|
|
||||
|
2020
Q3 | $26.5K | Hold |
1,125
|
|
||||
|
2020
Q2 | $30.9K | Hold |
1,125
|
|
||||
|
2020
Q1 | $22.8K | Hold |
1,125
|
|
||||
|
2019
Q4 | $24K | Buy |
+1,125
|
|