Mission 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
$406K Sell
3,841
-2
-0.1% -$211 0.01% 498
2025
Q1
$370K Sell
3,843
-399
-9% -$38.4K 0.01% 498
2024
Q4
$401K Sell
4,242
-25
-0.6% -$2.36K 0.01% 465
2024
Q3
$331K Buy
4,267
+12
+0.3% +$931 0.01% 511
2024
Q2
$256K Sell
4,255
-1,498
-26% -$90.3K 0.01% 534
2024
Q1
$393K Buy
5,753
+1,329
+30% +$90.8K 0.01% 462
2023
Q4
$259K Buy
4,424
+3
+0.1% +$176 0.01% 485
2023
Q3
$259K Buy
4,421
+413
+10% +$24.2K 0.01% 451
2023
Q2
$303K Sell
4,008
-227
-5% -$17.2K 0.01% 434
2023
Q1
$281K Buy
4,235
+39
+0.9% +$2.59K 0.01% 435
2022
Q4
$205K Sell
4,196
-852
-17% -$41.7K 0.01% 471
2022
Q3
$248K Buy
5,048
+938
+23% +$46.1K 0.01% 414
2022
Q2
$233K Sell
4,110
-110
-3% -$6.24K 0.01% 436
2022
Q1
$288K Sell
4,220
-780
-16% -$53.2K 0.01% 412
2021
Q4
$359K Buy
5,000
+70
+1% +$5.03K 0.02% 369
2021
Q3
$288K Sell
4,930
-495
-9% -$28.9K 0.01% 398
2021
Q2
$258K Buy
+5,425
New +$258K 0.01% 416