Congress 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 | $8.69M | Sell |
82,170
-6,001
| -7% | -$634K | 0.08% | 274 |
|
|
2025
Q1 | $8.62M | Sell |
88,171
-3,159
| -3% | -$309K | 0.1% | 232 |
|
|
2024
Q4 | $8.63M | Sell |
91,330
-2,301
| -2% | -$217K | 0.12% | 217 |
|
|
2024
Q3 | $7.26M | Buy |
93,631
+2,299
| +3% | +$178K | 0.1% | 249 |
|
|
2024
Q2 | $5.5M | Sell |
91,332
-2,088
| -2% | -$126K | 0.09% | 240 |
|
|
2024
Q1 | $6.38M | Sell |
93,420
-3,047
| -3% | -$208K | 0.11% | 204 |
|
|
2023
Q4 | $5.65M | Sell |
96,467
-2,617
| -3% | -$153K | 0.1% | 211 |
|
|
2023
Q3 | $5.81M | Sell |
99,084
-5,286
| -5% | -$310K | 0.12% | 196 |
|
|
2023
Q2 | $7.89M | Sell |
104,370
-1,190
| -1% | -$90K | 0.18% | 150 |
|
|
2023
Q1 | $7.02M | Sell |
105,560
-6,395
| -6% | -$425K | 0.17% | 155 |
|
|
2022
Q4 | $5.47M | Sell |
111,955
-765
| -0.7% | -$37.4K | 0.14% | 179 |
|
|
2022
Q3 | $5.54M | Sell |
112,720
-36,725
| -25% | -$1.8M | 0.15% | 172 |
|
|
2022
Q2 | $8.46M | Sell |
149,445
-6,870
| -4% | -$389K | 0.22% | 140 |
|
|
2022
Q1 | $10.7M | Sell |
156,315
-3,195
| -2% | -$218K | 0.23% | 120 |
|
|
2021
Q4 | $11.5M | Buy |
+159,510
| New | +$11.5M | 0.23% | 125 |
|