Lodestone Wealth 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 | $371K | Sell |
3,505
-87
| -2% | -$9.2K | 0.18% | 114 |
|
|
2025
Q1 | $346K | Buy |
3,592
+206
| +6% | +$19.8K | 0.18% | 111 |
|
|
2024
Q4 | $320K | Sell |
3,386
-2
| -0.1% | -$189 | 0.16% | 112 |
|
|
2024
Q3 | $263K | Sell |
3,388
-130
| -4% | -$10.1K | 0.13% | 122 |
|
|
2024
Q2 | $212K | Buy |
3,518
+208
| +6% | +$12.5K | 0.11% | 144 |
|
|
2024
Q1 | $226K | Buy |
+3,310
| New | +$226K | 0.12% | 144 |
|