Connecticut 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 Q4	–	Sell	-4,997	Closed	-$420K	–	322
2025 Q3	$420K	Hold	4,997	–	–	0.02%	243
2025 Q2	$528K	Sell	4,997 -22	-0.4%	-$2.22K	0.03%	213
2025 Q1	$483K	Sell	5,019 -208	-4%	-$21.1K	0.03%	214
2024 Q4	$494K	Buy	5,227 +69	+1%	+$6.14K	0.02%	188
2024 Q3	$400K	Buy	5,158 +557	+12%	+$38.1K	0.02%	239
2024 Q2	$277K	Buy	4,601 +9	+0.2%	+$560	0.01%	274
2024 Q1	$314K	Buy	4,592 +141	+3%	+$9.39K	0.02%	264
2023 Q4	$261K	Buy	4,451 +340	+8%	+$18.8K	0.02%	277
2023 Q3	$241K	Sell	4,111 -635	-13%	-$42K	0.02%	258
2023 Q2	$359K	Sell	4,746 -29	-0.6%	-$1.97K	0.02%	184
2023 Q1	$317K	Sell	4,775 -300	-6%	-$17.1K	0.02%	186
2022 Q4	$248K	Buy	5,075 +435	+9%	+$22.7K	0.02%	175
2022 Q3	$228K	Buy	4,640 +755	+19%	+$40.9K	0.02%	175
2022 Q2	$220K	Buy	+3,885	New	+$231K	0.02%	171