Executive Wealth Management’s Fortinet FTNT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$4.84M	Sell	51,257 -26,956	-34%	-$2.55M	0.38%	76
2024 Q3	$6.07M	Buy	+78,213	New	+$6.07M	0.48%	68
2024 Q2	–	Sell	-67,321	Closed	-$4.57M	–	164
2024 Q1	$4.57M	Buy	67,321 +8,177	+14%	+$555K	0.4%	74
2023 Q4	$3.46M	Buy	59,144 +3,774	+7%	+$221K	0.33%	72
2023 Q3	$3.25M	Buy	55,370 +22,333	+68%	+$1.31M	0.34%	75
2023 Q2	$2.5M	Buy	33,037 +143	+0.4%	+$10.8K	0.26%	76
2023 Q1	$2.19M	Buy	32,894 +530	+2%	+$35.2K	0.24%	84
2022 Q4	$1.58M	Buy	32,364 +30,721	+1,870%	+$1.5M	0.19%	90
2022 Q3	$1.64K	Sell	1,643 -33,906	-95%	-$33.9K	0.23%	85
2022 Q2	$2.01M	Sell	35,549 -36,601	-51%	-$2.07M	0.27%	77
2022 Q1	$4.93M	Sell	72,150 -2,725	-4%	-$186K	0.54%	61
2021 Q4	$5.38M	Buy	74,875 +2,960	+4%	+$213K	0.54%	62
2021 Q3	$4.2M	Sell	71,915 -44,115	-38%	-$2.58M	0.46%	66
2021 Q2	$5.53M	Buy	116,030 +2,245	+2%	+$107K	0.61%	56
2021 Q1	$4.2M	Buy	113,785 +21,535	+23%	+$794K	0.49%	66
2020 Q4	$2.74M	Buy	92,250 +23,865	+35%	+$709K	0.34%	70
2020 Q3	$1.61M	Buy	68,385 +10,425	+18%	+$246K	0.22%	81
2020 Q2	$1.59M	Buy	57,960 +2,430	+4%	+$66.7K	0.24%	65
2020 Q1	$1.12M	Sell	55,530 -18,930	-25%	-$383K	0.2%	66
2019 Q4	$1.59M	Buy	+74,460	New	+$1.59M	0.22%	68
2019 Q3	–	Sell	-90,015	Closed	-$1.38M	–	367
2019 Q2	$1.38M	Buy	90,015 +11,565	+15%	+$178K	0.2%	86
2019 Q1	$1.32M	Buy	78,450 +35,300	+82%	+$593K	0.24%	70
2018 Q4	$608K	Buy	+43,150	New	+$608K	0.11%	95