Marshall Financial Group (Maryland)’s Fortinet FTNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Buy
+2,068
New +$221K 0.04% 239
2025
Q1
Sell
-2,261
Closed -$214K 238
2024
Q4
$214K Sell
2,261
-384
-15% -$36.3K 0.05% 210
2024
Q3
$205K Buy
+2,645
New +$205K 0.05% 209
2024
Q2
Sell
-26,561
Closed -$1.81M 178
2024
Q1
$1.81M Buy
26,561
+1,148
+5% +$78.4K 0.52% 53
2023
Q4
$1.49M Buy
+25,413
New +$1.49M 0.48% 56
2022
Q4
Sell
-4,705
Closed -$231K 180
2022
Q3
$231K Sell
4,705
-30
-0.6% -$1.47K 0.1% 166
2022
Q2
$268K Sell
4,735
-5,865
-55% -$332K 0.11% 159
2022
Q1
$724K Sell
10,600
-190
-2% -$13K 0.3% 127
2021
Q4
$776K Sell
10,790
-3,510
-25% -$252K 0.29% 128
2021
Q3
$835K Sell
14,300
-605
-4% -$35.3K 0.43% 75
2021
Q2
$710K Sell
14,905
-30,320
-67% -$1.44M 0.38% 88
2021
Q1
$1.67M Buy
45,225
+530
+1% +$19.5K 1% 20
2020
Q4
$1.33M Buy
+44,695
New +$1.33M 0.87% 28