DWAM
Duncan Williams Asset Management’s Fortinet FTNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Buy |
14,664
+2,298
| +19% | +$243K | 0.49% | 33 |
|
|
2025
Q1 | $1.19M | Buy |
12,366
+708
| +6% | +$68.2K | 0.43% | 38 |
|
|
2024
Q4 | $1.1M | Buy |
11,658
+435
| +4% | +$41.1K | 0.43% | 41 |
|
|
2024
Q3 | $870K | Buy |
11,223
+625
| +6% | +$48.5K | 0.48% | 38 |
|
|
2024
Q2 | $639K | Buy |
10,598
+2,054
| +24% | +$124K | 0.54% | 35 |
|
|
2024
Q1 | $584K | Buy |
+8,544
| New | +$584K | 0.53% | 33 |
|