WWM
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Whalen Wealth Management’s Fortinet FTNT Stock Holding History

Whalen Wealth Management’s Portfolio FTNT Stock Details FTNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,370
Closed -$230K – 117
2024
Q1 		$230K Sell
3,370
-374
-10% -$25.5K 0.17% 99
2023
Q4 		$219K Buy
+3,744
New +$219K 0.2% 99