Cassaday & Co Wealth Management’s Fortinet FTNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$768K Hold
2025
Q1
$699K Sell
2024
Q4
$690K Buy
2024
Q3
$258K Buy
2023
Q3
Sell
2023
Q2
$431K Sell
2023
Q1
$412K Buy