Robertson Stephens Wealth Management’s Fortinet FTNT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$624K Sell
5,901
-4
-0.1% -$423 0.02% 330
2025
Q1
$568K Sell
5,905
-106
-2% -$10.2K 0.02% 344
2024
Q4
$568K Buy
6,011
+13
+0.2% +$1.23K 0.02% 339
2024
Q3
$465K Sell
5,998
-188
-3% -$14.6K 0.02% 430
2024
Q2
$373K Sell
6,186
-1,839
-23% -$111K 0.02% 370
2024
Q1
$548K Buy
+8,025
New +$548K 0.03% 330