SMA
Sage Mountain Advisors’s Fortinet FTNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.26M | Sell |
68,670
-276
| -0.4% | -$29.2K | 0.47% | 32 |
|
|
2025
Q1 | $6.64M | Buy |
68,946
+498
| +0.7% | +$47.9K | 0.49% | 31 |
|
|
2024
Q4 | $6.47M | Sell |
68,448
-286
| -0.4% | -$27K | 0.47% | 32 |
|
|
2024
Q3 | $5.33M | Buy |
68,734
+663
| +1% | +$51.4K | 0.45% | 32 |
|
|
2024
Q2 | $4.1M | Buy |
68,071
+1,897
| +3% | +$114K | 0.38% | 38 |
|
|
2024
Q1 | $4.52M | Sell |
66,174
-895
| -1% | -$61.1K | 0.47% | 30 |
|
|
2023
Q4 | $3.93M | Buy |
67,069
+975
| +1% | +$57.1K | 0.46% | 34 |
|
|
2023
Q3 | $3.88M | Sell |
66,094
-393
| -0.6% | -$23.1K | 0.53% | 30 |
|
|
2023
Q2 | $5.03M | Buy |
66,487
+142
| +0.2% | +$10.7K | 0.72% | 22 |
|
|
2023
Q1 | $4.41M | Buy |
+66,345
| New | +$4.41M | 0.71% | 22 |
|