GeoWealth Management’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
2,463
-11,271
| -82% | -$1.19M | 0.01% | 582 |
|
|
2025
Q1 | $1.32M | Buy |
13,734
+11,386
| +485% | +$1.1M | 0.05% | 214 |
|
|
2024
Q4 | $222K | Sell |
2,348
-52
| -2% | -$4.91K | 0.01% | 728 |
|
|
2024
Q3 | $186K | Buy |
+2,400
| New | +$186K | 0.01% | 735 |
|
|
2024
Q2 | – | Sell |
-3,412
| Closed | -$233K | – | 892 |
|
|
2024
Q1 | $233K | Buy |
+3,412
| New | +$233K | 0.01% | 633 |
|
|
2023
Q3 | – | Sell |
-401
| Closed | -$30K | – | 499 |
|
|
2023
Q2 | $30K | Buy |
+401
| New | +$30K | ﹤0.01% | 350 |
|