HHGA
Halbert Hargrove Global Advisors’s Fortinet FTNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-34
| Closed | -$3.27K | – | 437 |
|
|
2025
Q1 | $3.27K | Buy |
+34
| New | +$3.27K | ﹤0.01% | 337 |
|
|
2023
Q2 | – | Sell |
-3,562
| Closed | -$237K | – | 115 |
|
|
2023
Q1 | $237K | Buy |
+3,562
| New | +$237K | 0.02% | 137 |
|
|
2022
Q3 | – | Sell |
-4,145
| Closed | -$235K | – | 145 |
|
|
2022
Q2 | $235K | Buy |
4,145
+3,345
| +418% | +$190K | 0.02% | 128 |
|
|
2022
Q1 | $273K | Buy |
800
+3
| +0.4% | +$1.02K | 0.02% | 123 |
|
|
2021
Q4 | $286K | Sell |
797
-12
| -1% | -$4.31K | 0.02% | 119 |
|
|
2021
Q3 | $236K | Buy |
+809
| New | +$236K | 0.02% | 126 |
|