Modera Wealth Management’s Fortinet FTNT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.84M	Sell	95,941 -2,191	-2%	-$177K	0.09%	143
2025 Q4	$7.79M	Sell	98,132 -1,126	-1%	-$93.4K	0.09%	145
2025 Q3	$8.35M	Sell	99,258 -4,170	-4%	-$372K	0.1%	140
2025 Q2	$10.9M	Buy	103,428 +4,418	+4%	+$446K	0.14%	119
2025 Q1	$9.53M	Sell	99,010 -2,608	-3%	-$264K	0.13%	125
2024 Q4	$9.6M	Buy	101,618 +4,160	+4%	+$370K	0.12%	122
2024 Q3	$7.56M	Buy	97,458 +2,783	+3%	+$190K	0.1%	134
2024 Q2	$5.71M	Buy	94,675 +8,485	+10%	+$528K	0.08%	144
2024 Q1	$5.89M	Buy	86,190 +3,482	+4%	+$232K	0.09%	143
2023 Q4	$4.84M	Buy	82,708 +5,344	+7%	+$295K	0.08%	159
2023 Q3	$4.54M	Buy	77,364 +6,424	+9%	+$425K	0.09%	154
2023 Q2	$5.36M	Buy	+70,940	New	+$4.82M	0.1%	142
2022 Q1	–	Sell	-5,660	Closed	-$407K	–	449
2021 Q4	$407K	Buy	+5,660	New	+$372K	0.02%	323