Forvis Mazars 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 | $291K | Buy |
+2,752
| New | +$291K | 0.01% | 353 |
|
|
2025
Q1 | – | Sell |
-2,241
| Closed | -$212K | – | 404 |
|
|
2024
Q4 | $212K | Buy |
+2,241
| New | +$212K | ﹤0.01% | 412 |
|
|
2023
Q3 | – | Sell |
-3,146
| Closed | -$238K | – | 393 |
|
|
2023
Q2 | $238K | Hold |
3,146
| – | – | 0.01% | 380 |
|
|
2023
Q1 | $209K | Buy |
+3,146
| New | +$209K | 0.01% | 387 |
|
|
2022
Q2 | – | Sell |
-3,160
| Closed | -$216K | – | 392 |
|
|
2022
Q1 | $216K | Buy |
+3,160
| New | +$216K | 0.01% | 286 |
|