Compass 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 | – | Sell |
-1,095
| Closed | -$105K | – | 235 |
|
|
2025
Q1 | $105K | Hold |
1,095
| – | – | 0.03% | 191 |
|
|
2024
Q4 | $103K | Hold |
1,095
| – | – | 0.02% | 194 |
|
|
2024
Q3 | $84.9K | Hold |
1,095
| – | – | 0.02% | 214 |
|
|
2024
Q2 | $66K | Buy |
+1,095
| New | +$66K | 0.02% | 227 |
|
|
2023
Q4 | – | Sell |
-1,095
| Closed | -$64.3K | – | 393 |
|
|
2023
Q3 | $64.3K | Buy |
+1,095
| New | +$64.3K | 0.02% | 213 |
|
|
2023
Q2 | – | Sell |
-1,095
| Closed | -$72.8K | – | 419 |
|
|
2023
Q1 | $72.8K | Hold |
1,095
| – | – | 0.02% | 209 |
|
|
2022
Q4 | $53.5K | Buy |
+1,095
| New | +$53.5K | 0.02% | 224 |
|