Cassaday & Co Wealth Management’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $768K | Hold |
7,265
| – | – | 0.02% | 158 |
|
|
2025
Q1 | $699K | Sell |
7,265
-35
| -0.5% | -$3.37K | 0.02% | 160 |
|
|
2024
Q4 | $690K | Buy |
7,300
+3,978
| +120% | +$376K | 0.02% | 166 |
|
|
2024
Q3 | $258K | Buy |
+3,322
| New | +$258K | 0.01% | 267 |
|
|
2023
Q3 | – | Sell |
-5,700
| Closed | -$431K | – | 269 |
|
|
2023
Q2 | $431K | Sell |
5,700
-500
| -8% | -$37.8K | 0.02% | 165 |
|
|
2023
Q1 | $412K | Buy |
+6,200
| New | +$412K | 0.02% | 171 |
|