EP Wealth Advisors’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
16,381
+1,207
| +8% | +$128K | 0.01% | 446 |
|
|
2025
Q1 | $1.46M | Sell |
15,174
-642
| -4% | -$61.8K | 0.01% | 417 |
|
|
2024
Q4 | $1.49M | Sell |
15,816
-2,938
| -16% | -$278K | 0.01% | 413 |
|
|
2024
Q3 | $1.45M | Buy |
+18,754
| New | +$1.45M | 0.01% | 417 |
|
|
2024
Q1 | – | Sell |
-4,219
| Closed | -$247K | – | 848 |
|
|
2023
Q4 | $247K | Buy |
+4,219
| New | +$247K | ﹤0.01% | 671 |
|
|
2023
Q3 | – | Sell |
-20,460
| Closed | -$201K | – | 762 |
|
|
2023
Q2 | $201K | Buy |
+20,460
| New | +$201K | ﹤0.01% | 658 |
|