Frank Rimerman Advisors’s Fortis FTS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$262K	Buy	+5,493	New	+$262K	0.02%	488
2024 Q3	–	Sell	-27,998	Closed	-$1.09M	–	538
2024 Q2	$1.09M	Buy	+27,998	New	+$1.09M	0.08%	204