Trek Financial’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,277
| Closed | -$604K | – | 430 |
|
|
2025
Q1 | $604K | Sell |
6,277
-33,089
| -84% | -$3.19M | 0.04% | 225 |
|
|
2024
Q4 | $3.72M | Buy |
+39,366
| New | +$3.72M | 0.28% | 100 |
|
|
2024
Q2 | – | Sell |
-9,748
| Closed | -$666K | – | 423 |
|
|
2024
Q1 | $666K | Sell |
9,748
-14,540
| -60% | -$993K | 0.05% | 200 |
|
|
2023
Q4 | $1.42M | Buy |
24,288
+126
| +0.5% | +$7.38K | 0.12% | 107 |
|
|
2023
Q3 | $1.42M | Buy |
24,162
+3,235
| +15% | +$190K | 0.13% | 113 |
|
|
2023
Q2 | $1.58M | Buy |
+20,927
| New | +$1.58M | 0.14% | 93 |
|