CWP
CFM Wealth Partners’s Fortinet FTNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Sell |
2,100
-197
| -9% | -$20.8K | 0.04% | 132 |
|
|
2025
Q1 | $221K | Hold |
2,297
| – | – | 0.04% | 133 |
|
|
2024
Q4 | $217K | Buy |
+2,297
| New | +$217K | 0.04% | 133 |
|
|
2024
Q2 | – | Sell |
-3,475
| Closed | -$237K | – | 151 |
|
|
2024
Q1 | $237K | Hold |
3,475
| – | – | 0.05% | 143 |
|
|
2023
Q4 | $203K | Hold |
3,475
| – | – | 0.05% | 159 |
|
|
2023
Q3 | $204K | Buy |
3,475
+582
| +20% | +$34.2K | 0.05% | 139 |
|
|
2023
Q2 | $219K | Buy |
+2,893
| New | +$219K | 0.05% | 157 |
|
|
2020
Q3 | – | Sell |
-536
| Closed | -$73K | – | 264 |
|
|
2020
Q2 | $73K | Hold |
536
| – | – | 0.03% | 237 |
|
|
2020
Q1 | $54K | Hold |
536
| – | – | 0.03% | 264 |
|
|
2019
Q4 | $64K | Buy |
+536
| New | +$64K | 0.02% | 258 |
|