Crestwood Advisors Group’s Fortinet FTNT Stock Holding History

Crestwood Advisors Group’s Portfolio FTNT Stock Details FTNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$375K	Sell
2025 Q1	$351K	Buy
2024 Q2	–	Sell
2024 Q1	$210K	Buy
2022 Q3	–	Sell
2022 Q2	$221K	Buy
2022 Q1	$222K	Sell
2021 Q4	$258K	Sell
2021 Q3	$233K	Buy