Concurrent Investment Advisors’s Fortinet FTNT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.39M Buy
13,157
+1,688
+15% +$178K 0.03% 513
2025
Q1
$1.1M Buy
11,469
+8,799
+330% +$847K 0.03% 518
2024
Q4
$252K Sell
2,670
-2,045
-43% -$193K 0.01% 881
2024
Q3
$366K Buy
4,715
+787
+20% +$61K 0.01% 709
2024
Q2
$237K Buy
3,928
+271
+7% +$16.3K 0.01% 802
2024
Q1
$250K Buy
+3,657
New +$250K 0.01% 720