Curated Wealth Partners’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $875K | Buy |
8,280
+549
| +7% | +$58K | 0.1% | 64 |
|
|
2025
Q1 | $744K | Buy |
7,731
+235
| +3% | +$22.6K | 0.1% | 70 |
|
|
2024
Q4 | $708K | Buy |
7,496
+1,833
| +32% | +$173K | 0.08% | 70 |
|
|
2024
Q3 | $439K | Buy |
5,663
+129
| +2% | +$10K | 0.06% | 93 |
|
|
2024
Q2 | $334K | Buy |
+5,534
| New | +$334K | 0.05% | 98 |
|
|
2024
Q1 | – | Sell |
-5,884
| Closed | -$344K | – | 55 |
|
|
2023
Q4 | $344K | Buy |
+5,884
| New | +$344K | 0.06% | 103 |
|