Elevate Wealth Advisory’s Fortinet FTNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Sell
12,688
-22
-0.2% -$2.33K 0.95% 26
2025
Q1
$1.22M Buy
12,710
+5
+0% +$481 0.87% 25
2024
Q4
$1.2M Sell
12,705
-94
-0.7% -$8.88K 0.9% 26
2024
Q3
$993K Buy
12,799
+6
+0% +$465 0.74% 29
2024
Q2
$771K Buy
+12,793
New +$771K 0.63% 31