Congress 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
$8.69M Sell
2025
Q1
$8.62M Sell
2024
Q4
$8.63M Sell
2024
Q3
$7.26M Buy
2024
Q2
$5.5M Sell
2024
Q1
$6.38M Sell
2023
Q4
$5.65M Sell
2023
Q3
$5.81M Sell
2023
Q2
$7.89M Sell
2023
Q1
$7.02M Sell
2022
Q4
$5.47M Sell
2022
Q3
$5.54M Sell
2022
Q2
$8.46M Sell
2022
Q1
$10.7M Sell
2021
Q4
$11.5M Buy