Mount Yale Investment Advisors’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 |
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|
2025
Q2 | $834K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.26M | Sell |
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|
2024
Q1 | $1.46M | Buy |
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|
2023
Q4 | $1.24M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.21M | Sell |
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|
2021
Q1 | $980K | Buy |
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|
2020
Q4 | $732K | Buy |
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|
2020
Q3 | $572K | Sell |
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|
2020
Q2 | $668K | Buy |
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