Cary Street Partners Investment Advisory’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149K | Buy |
1,410
+144
| +11% | +$15.2K | 0.07% | 279 |
|
|
2025
Q1 | $122K | Buy |
1,266
+917
| +263% | +$88.3K | 0.07% | 278 |
|
|
2024
Q4 | $33K | Sell |
349
-2,752
| -89% | -$260K | 0.02% | 361 |
|
|
2024
Q3 | $240K | Sell |
3,101
-4,792
| -61% | -$372K | 0.01% | 672 |
|
|
2024
Q2 | $476K | Buy |
7,893
+4,930
| +166% | +$297K | 0.02% | 486 |
|
|
2024
Q1 | $202K | Buy |
+2,963
| New | +$202K | 0.01% | 671 |
|
|
2023
Q4 | – | Sell |
-598
| Closed | -$35.1K | – | 1050 |
|
|
2023
Q3 | $35.1K | Buy |
598
+160
| +37% | +$9.39K | ﹤0.01% | 959 |
|
|
2023
Q2 | $33.1K | Hold |
438
| – | – | ﹤0.01% | 916 |
|
|
2023
Q1 | $29.1K | Hold |
438
| – | – | ﹤0.01% | 874 |
|
|
2022
Q4 | $21.4K | Buy |
+438
| New | +$21.4K | ﹤0.01% | 957 |
|