Evergreen Private Wealth’s Fortinet FTNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.61M Buy
24,706
+3,799
+18% +$402K 1.09% 39
2025
Q1
$2.01M Buy
20,907
+2,698
+15% +$260K 0.94% 41
2024
Q4
$1.72M Buy
18,209
+17,072
+1,501% +$1.61M 0.81% 41
2024
Q3
$88.2K Buy
1,137
+13
+1% +$1.01K 0.04% 103
2024
Q2
$67.7K Buy
1,124
+2
+0.2% +$121 0.03% 108
2024
Q1
$76.6K Buy
1,122
+89
+9% +$6.08K 0.04% 106
2023
Q4
$60.5K Buy
+1,033
New +$60.5K 0.03% 105