Exencial Wealth Advisors’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $329K | Sell |
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|
2025
Q2 | $809K | Sell |
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|
2025
Q1 | $763K | Sell |
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|
2024
Q4 | $1.25M | Sell |
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|
2024
Q3 | $1.24M | Sell |
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|
2024
Q2 | $8.86M | Sell |
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|
2024
Q1 | $15.6M | Sell |
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|
2023
Q4 | $13.5M | Buy |
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|
2023
Q3 | $13.1M | Buy |
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|
2023
Q2 | $471K | Buy |
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|
2023
Q1 | $412K | Sell |
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|
2022
Q4 | $307K | Buy |
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|
2022
Q3 | $303K | Sell |
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|
2022
Q2 | $352K | Buy |
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|
2022
Q1 | $422K | Sell |
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|
2021
Q4 | $534K | Buy |
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|
2021
Q3 | $422K | Sell |
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|
2021
Q2 | $505K | Hold |
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|
2021
Q1 | $391K | Sell |
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|
2020
Q4 | $322K | Buy |
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