Provenance Wealth Advisors’s Fortinet FTNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$143K Hold
1,350
0.02% 140
2025
Q1
$130K Buy
1,350
+46
+4% +$4.43K 0.02% 159
2024
Q4
$123K Hold
1,304
0.02% 174
2024
Q3
$101K Buy
1,304
+104
+9% +$8.07K 0.01% 189
2024
Q2
$72.3K Hold
1,200
0.01% 194
2024
Q1
$82K Buy
1,200
+25
+2% +$1.71K 0.01% 196
2023
Q4
$68.8K Sell
1,175
-2,085
-64% -$122K 0.01% 188
2023
Q3
$191K Buy
+3,260
New +$191K 0.03% 116