Summit Trail 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 | $1.48M | Buy |
+13,958
| New | +$1.48M | 0.03% | 347 |
|
|
2024
Q4 | – | Sell |
-5,018
| Closed | -$389K | – | 523 |
|
|
2024
Q3 | $389K | Sell |
5,018
-444
| -8% | -$34.4K | 0.01% | 468 |
|
|
2024
Q2 | $329K | Buy |
5,462
+1,274
| +30% | +$76.8K | 0.01% | 465 |
|
|
2024
Q1 | $286K | Sell |
4,188
-3,208
| -43% | -$219K | 0.01% | 478 |
|
|
2023
Q4 | $433K | Buy |
7,396
+139
| +2% | +$8.14K | 0.01% | 311 |
|
|
2023
Q3 | $426K | Buy |
+7,257
| New | +$426K | 0.02% | 303 |
|
|
2018
Q1 | – | Sell |
-290
| Closed | -$3K | – | 882 |
|
|
2017
Q4 | $3K | Buy |
+290
| New | +$3K | ﹤0.01% | 1542 |
|