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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,068	Closed	-$221K	–	261
2025 Q2	$221K	Buy	+2,068	New	+$209K	0.04%	239
2025 Q1	–	Sell	-2,261	Closed	-$214K	–	238
2024 Q4	$214K	Sell	2,261 -384	-15%	-$34.2K	0.05%	210
2024 Q3	$205K	Buy	+2,645	New	+$181K	0.05%	209
2024 Q2	–	Sell	-26,561	Closed	-$1.81M	–	178
2024 Q1	$1.81M	Buy	26,561 +1,148	+5%	+$76.4K	0.52%	53
2023 Q4	$1.49M	Buy	+25,413	New	+$1.4M	0.48%	56
2022 Q4	–	Sell	-4,705	Closed	-$231K	–	180
2022 Q3	$231K	Sell	4,705 -30	-0.6%	-$1.63K	0.1%	166
2022 Q2	$268K	Sell	4,735 -5,865	-55%	-$348K	0.11%	159
2022 Q1	$724K	Sell	10,600 -190	-2%	-$11.8K	0.3%	127
2021 Q4	$776K	Sell	10,790 -3,510	-25%	-$231K	0.29%	128
2021 Q3	$835K	Sell	14,300 -605	-4%	-$35K	0.43%	75
2021 Q2	$710K	Sell	14,905 -30,320	-67%	-$1.29M	0.38%	88
2021 Q1	$1.67M	Buy	45,225 +530	+1%	+$17.3K	1%	20
2020 Q4	$1.33M	Buy	+44,695	New	+$1.13M	0.87%	28