Venturi 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
Q1 | – | Sell |
-696
| Closed | -$65.8K | – | 1047 |
|
|
2024
Q4 | $65.8K | Buy |
696
+163
| +31% | +$15.4K | ﹤0.01% | 942 |
|
|
2024
Q3 | $41.3K | Buy |
533
+99
| +23% | +$7.68K | ﹤0.01% | 822 |
|
|
2024
Q2 | $26.2K | Buy |
434
+180
| +71% | +$10.8K | ﹤0.01% | 862 |
|
|
2024
Q1 | $17.4K | Buy |
254
+145
| +133% | +$9.91K | ﹤0.01% | 776 |
|
|
2023
Q4 | $6.38K | Sell |
109
-139
| -56% | -$8.14K | ﹤0.01% | 979 |
|
|
2023
Q3 | $14.6K | Buy |
248
+69
| +39% | +$4.05K | ﹤0.01% | 717 |
|
|
2023
Q2 | $13.5K | Buy |
179
+44
| +33% | +$3.33K | ﹤0.01% | 612 |
|
|
2023
Q1 | $8.97K | Buy |
+135
| New | +$8.97K | ﹤0.01% | 731 |
|