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Dogwood Wealth Management’s Fortinet FTNT Stock Holding History

Dogwood Wealth Management’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
2026
Q2 		$8.91K Sell
58
-61
-51% -$7.05K ﹤0.01% 409
2026
Q1 		$9.72K Buy
119
+68
+133% +$5.49K ﹤0.01% 353
2025
Q4 		$4.05K Buy
+51
New +$4.23K ﹤0.01% 458
2025
Q3 		– Sell
-54
Closed -$5.81K – 767
2025
Q2 		$5.81K Buy
54
+23
+74% +$2.32K ﹤0.01% 396
2025
Q1 		$2.98K Buy
+31
New +$3.14K ﹤0.01% 292
2024
Q4 		– Hold
0
– -$7 – 436
2024
Q3 		– Hold
0
– – – 286
2024
Q2 		– Hold
0
– – – 356
2024
Q1 		– Hold
0
– – – 349
2023
Q4 		– Hold
0
– – – 334

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EOJOAM
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AAMU
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WC
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BIAS
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Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
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BWP
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P
PensionDanmark Copenhagen O, Denmark $12B AUM
FNBOMD
First National Bank of Mount Dora Mount Dora, Florida $499M AUM 22.75% 1-Year Est. Return
LCM
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