OWA
ORBA Wealth Advisors’s Fortinet FTNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
20,130
+50
| +0.2% | +$5.29K | 1.94% | 18 |
|
|
2025
Q1 | $1.93M | Buy |
20,080
+577
| +3% | +$55.5K | 0.97% | 31 |
|
|
2024
Q4 | $1.84M | Hold |
19,503
| – | – | 0.96% | 31 |
|
|
2024
Q3 | $1.51M | Buy |
19,503
+4,591
| +31% | +$356K | 0.77% | 34 |
|
|
2024
Q2 | $899K | Sell |
14,912
-85
| -0.6% | -$5.12K | 0.47% | 42 |
|
|
2024
Q1 | $1.02M | Hold |
14,997
| – | – | 0.57% | 38 |
|
|
2023
Q4 | $878K | Buy |
+14,997
| New | +$878K | 0.53% | 42 |
|