Montag & Associates’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Sell |
2,822
-85
| -3% | -$8.99K | 0.01% | 354 |
|
|
2025
Q1 | $280K | Buy |
2,907
+392
| +16% | +$37.7K | 0.01% | 376 |
|
|
2024
Q4 | $238K | Hold |
2,515
| – | – | 0.01% | 404 |
|
|
2024
Q3 | $195K | Hold |
2,515
| – | – | 0.01% | 427 |
|
|
2024
Q2 | $152K | Hold |
2,515
| – | – | 0.01% | 443 |
|
|
2024
Q1 | $172K | Hold |
2,515
| – | – | 0.01% | 430 |
|
|
2023
Q4 | $147K | Sell |
2,515
-525
| -17% | -$30.7K | 0.01% | 432 |
|
|
2023
Q3 | $178K | Buy |
3,040
+1,197
| +65% | +$70.2K | 0.01% | 397 |
|
|
2023
Q2 | $139K | Hold |
1,843
| – | – | 0.01% | 436 |
|
|
2023
Q1 | $122K | Sell |
1,843
-47
| -2% | -$3.12K | 0.01% | 440 |
|
|
2022
Q4 | $92.4K | Hold |
1,890
| – | – | 0.01% | 459 |
|
|
2022
Q3 | $93K | Hold |
1,890
| – | – | 0.01% | 444 |
|
|
2022
Q2 | $107K | Buy |
1,890
+140
| +8% | +$7.93K | 0.01% | 428 |
|
|
2022
Q1 | $120K | Sell |
1,750
-50
| -3% | -$3.43K | 0.01% | 441 |
|
|
2021
Q4 | $129K | Hold |
1,800
| – | – | 0.01% | 438 |
|
|
2021
Q3 | $105K | Sell |
1,800
-75
| -4% | -$4.38K | 0.01% | 468 |
|
|
2021
Q2 | $89K | Hold |
1,875
| – | – | ﹤0.01% | 485 |
|
|
2021
Q1 | $69K | Hold |
1,875
| – | – | ﹤0.01% | 515 |
|
|
2020
Q4 | $56K | Buy |
+1,875
| New | +$56K | ﹤0.01% | 523 |
|