Kovitz Investment Group Partners’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.34M | Buy |
31,619
+16,187
| +105% | +$1.71M | 0.01% | 516 |
|
|
2025
Q1 | $1.49M | Sell |
15,432
-12,843
| -45% | -$1.24M | 0.01% | 637 |
|
|
2024
Q4 | $2.67M | Sell |
28,275
-3,508
| -11% | -$331K | 0.01% | 519 |
|
|
2024
Q3 | $1.67M | Buy |
31,783
+16,550
| +109% | +$867K | 0.01% | 519 |
|
|
2024
Q2 | $918K | Buy |
+15,233
| New | +$918K | 0.01% | 551 |
|
|
2023
Q2 | – | Sell |
-3,186
| Closed | -$212K | – | 417 |
|
|
2023
Q1 | $212K | Buy |
+3,186
| New | +$212K | ﹤0.01% | 400 |
|