SAG
SageView Advisory Group’s Fortinet FTNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Buy |
3,176
+10
| +0.3% | +$1.05K | 0.01% | 469 |
|
|
2025
Q1 | $305K | Buy |
3,166
+108
| +4% | +$10.4K | 0.01% | 467 |
|
|
2024
Q4 | $289K | Buy |
+3,058
| New | +$289K | 0.01% | 471 |
|
|
2023
Q3 | – | Sell |
-3,498
| Closed | -$264K | – | 532 |
|
|
2023
Q2 | $264K | Buy |
+3,498
| New | +$264K | 0.01% | 470 |
|