JWM
JPL Wealth Management’s Fortinet FTNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $679K | Sell |
6,425
-4
| -0.1% | -$423 | 0.18% | 85 |
|
|
2025
Q1 | $619K | Buy |
6,429
+4
| +0.1% | +$385 | 0.18% | 86 |
|
|
2024
Q4 | $607K | Buy |
+6,425
| New | +$607K | 0.17% | 88 |
|
|
2024
Q2 | $409K | Buy |
6,792
+332
| +5% | +$20K | 0.2% | 83 |
|
|
2024
Q1 | $441K | Hold |
6,460
| – | – | 0.24% | 80 |
|
|
2023
Q4 | $378K | Buy |
+6,460
| New | +$378K | 0.27% | 83 |
|