Univest 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
$4.99M Sell
47,229
-7,550
-14% -$798K 0.3% 64
2025
Q1
$5.27M Sell
54,779
-18,560
-25% -$1.79M 0.34% 57
2024
Q4
$6.93M Buy
73,339
+159
+0.2% +$15K 0.44% 52
2024
Q3
$5.68M Buy
73,180
+62,213
+567% +$4.82M 0.37% 52
2024
Q2
$661K Buy
10,967
+3,766
+52% +$227K 0.18% 55
2024
Q1
$492K Buy
+7,201
New +$492K 0.14% 64
2023
Q4
Sell
-6,219
Closed -$365K 121
2023
Q3
$365K Buy
6,219
+3,569
+135% +$209K 0.12% 71
2023
Q2
$200K Buy
+2,650
New +$200K 0.06% 117