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	82,170 -6,001	-7%	-$605K	0.08%	274
2025 Q1	$8.62M	Sell	88,171 -3,159	-3%	-$320K	0.1%	232
2024 Q4	$8.63M	Sell	91,330 -2,301	-2%	-$205K	0.12%	217
2024 Q3	$7.26M	Buy	93,631 +2,299	+3%	+$157K	0.1%	249
2024 Q2	$5.5M	Sell	91,332 -2,088	-2%	-$130K	0.09%	240
2024 Q1	$6.38M	Sell	93,420 -3,047	-3%	-$203K	0.11%	204
2023 Q4	$5.65M	Sell	96,467 -2,617	-3%	-$145K	0.1%	211
2023 Q3	$5.81M	Sell	99,084 -5,286	-5%	-$350K	0.12%	196
2023 Q2	$7.89M	Sell	104,370 -1,190	-1%	-$80.9K	0.18%	150
2023 Q1	$7.02M	Sell	105,560 -6,395	-6%	-$364K	0.17%	155
2022 Q4	$5.47M	Sell	111,955 -765	-0.7%	-$39.9K	0.14%	179
2022 Q3	$5.54M	Sell	112,720 -36,725	-25%	-$1.99M	0.15%	172
2022 Q2	$8.46M	Sell	149,445 -6,870	-4%	-$408K	0.22%	140
2022 Q1	$10.7M	Sell	156,315 -3,195	-2%	-$199K	0.23%	120
2021 Q4	$11.5M	Buy	+159,510	New	+$10.5M	0.23%	126