Crestwood Advisors Group’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Sell |
3,551
-99
| -3% | -$10.5K | 0.01% | 395 |
|
|
2025
Q1 | $351K | Buy |
+3,650
| New | +$351K | 0.01% | 390 |
|
|
2024
Q2 | – | Sell |
-3,068
| Closed | -$210K | – | 435 |
|
|
2024
Q1 | $210K | Buy |
+3,068
| New | +$210K | ﹤0.01% | 404 |
|
|
2022
Q3 | – | Sell |
-3,910
| Closed | -$221K | – | 265 |
|
|
2022
Q2 | $221K | Buy |
3,910
+655
| +20% | +$37K | 0.01% | 239 |
|
|
2022
Q1 | $222K | Sell |
3,255
-330
| -9% | -$22.5K | 0.01% | 259 |
|
|
2021
Q4 | $258K | Sell |
3,585
-400
| -10% | -$28.8K | 0.01% | 262 |
|
|
2021
Q3 | $233K | Buy |
+3,985
| New | +$233K | 0.01% | 250 |
|