Whittier Trust’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $192K | Hold |
1,813
| – | – | ﹤0.01% | 669 |
|
|
2025
Q1 | $175K | Hold |
1,813
| – | – | ﹤0.01% | 672 |
|
|
2024
Q4 | $171K | Buy |
1,813
+1,593
| +724% | +$151K | ﹤0.01% | 692 |
|
|
2024
Q3 | $17.1K | Hold |
220
| – | – | ﹤0.01% | 1149 |
|
|
2024
Q2 | $13.3K | Sell |
220
-75
| -25% | -$4.52K | ﹤0.01% | 1197 |
|
|
2024
Q1 | $20.2K | Buy |
295
+140
| +90% | +$9.56K | ﹤0.01% | 1126 |
|
|
2023
Q4 | $9.07K | Sell |
155
-40
| -21% | -$2.34K | ﹤0.01% | 1247 |
|
|
2023
Q3 | $11.4K | Buy |
195
+40
| +26% | +$2.35K | ﹤0.01% | 1233 |
|
|
2023
Q2 | $11.7K | Sell |
155
-25
| -14% | -$1.89K | ﹤0.01% | 1243 |
|
|
2023
Q1 | $12K | Hold |
180
| – | – | ﹤0.01% | 1273 |
|
|
2022
Q4 | $8.8K | Buy |
180
+15
| +9% | +$733 | ﹤0.01% | 1318 |
|
|
2022
Q3 | $8K | Sell |
165
-50
| -23% | -$2.42K | ﹤0.01% | 1372 |
|
|
2022
Q2 | $12K | Buy |
215
+75
| +54% | +$4.19K | ﹤0.01% | 1284 |
|
|
2022
Q1 | $10K | Buy |
+140
| New | +$10K | ﹤0.01% | 1332 |
|
|
2020
Q1 | – | Sell |
-195
| Closed | -$4K | – | 1507 |
|
|
2019
Q4 | $4K | Buy |
+195
| New | +$4K | ﹤0.01% | 1270 |
|
|
2018
Q2 | – | Sell |
-1,160
| Closed | -$12K | – | 1291 |
|
|
2018
Q1 | $12K | Hold |
1,160
| – | – | ﹤0.01% | 1017 |
|
|
2017
Q4 | $10K | Hold |
1,160
| – | – | ﹤0.01% | 1031 |
|
|
2017
Q3 | $8K | Hold |
1,160
| – | – | ﹤0.01% | 1065 |
|
|
2017
Q2 | $9K | Hold |
1,160
| – | – | ﹤0.01% | 1004 |
|
|
2017
Q1 | $9K | Buy |
+1,160
| New | +$9K | ﹤0.01% | 1017 |
|