Sendero Wealth Management’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.42M | Buy |
70,171
+4,570
| +7% | +$483K | 0.93% | 22 |
|
|
2025
Q1 | $6.31M | Buy |
65,601
+9,728
| +17% | +$936K | 0.88% | 28 |
|
|
2024
Q4 | $5.28M | Buy |
55,873
+15,027
| +37% | +$1.42M | 0.79% | 28 |
|
|
2024
Q3 | $3.17M | Buy |
40,846
+1,099
| +3% | +$85.2K | 0.5% | 43 |
|
|
2024
Q2 | $2.4M | Buy |
39,747
+270
| +0.7% | +$16.3K | 0.4% | 48 |
|
|
2024
Q1 | $2.7M | Sell |
39,477
-514
| -1% | -$35.1K | 0.46% | 47 |
|
|
2023
Q4 | $2.34M | Buy |
39,991
+18,318
| +85% | +$1.07M | 0.44% | 50 |
|
|
2023
Q3 | $1.27M | Buy |
+21,673
| New | +$1.27M | 0.27% | 65 |
|