Williams Jones Wealth Management’s Fortinet FTNT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.6M	Sell	166,781 -15,563	-9%	-$1.26M	0.17%	79
2025 Q4	$14.5M	Sell	182,344 -23,568	-11%	-$1.95M	0.16%	80
2025 Q3	$17.3M	Sell	205,912 -11,635	-5%	-$1.04M	0.2%	75
2025 Q2	$23M	Sell	217,547 -1,571	-0.7%	-$159K	0.28%	65
2025 Q1	$21.1M	Sell	219,118 -6,878	-3%	-$697K	0.27%	66
2024 Q4	$21.4M	Sell	225,996 -14,815	-6%	-$1.32M	0.26%	67
2024 Q3	$18.7M	Sell	240,811 -11,825	-5%	-$808K	0.22%	78
2024 Q2	$15.2M	Sell	252,636 -45,889	-15%	-$2.85M	0.19%	84
2024 Q1	$20.4M	Sell	298,525 -12,081	-4%	-$804K	0.26%	72
2023 Q4	$18.2M	Sell	310,606 -52,805	-15%	-$2.92M	0.25%	74
2023 Q3	$21.3M	Sell	363,411 -4,631	-1%	-$307K	0.33%	64
2023 Q2	$27.8M	Sell	368,042 -8,988	-2%	-$611K	0.42%	50
2023 Q1	$25.1M	Sell	377,030 -43,270	-10%	-$2.46M	0.39%	56
2022 Q4	$20.5M	Sell	420,300 -27,280	-6%	-$1.42M	0.34%	59
2022 Q3	$22M	Sell	447,580 -25,380	-5%	-$1.37M	0.38%	57
2022 Q2	$26.8M	Sell	472,960 -36,735	-7%	-$2.18M	0.43%	49
2022 Q1	$34.8M	Sell	509,695 -409,780	-45%	-$25.5M	0.49%	47
2021 Q4	$66.1M	Sell	919,475 -14,465	-2%	-$952K	0.83%	34
2021 Q3	$54.5M	Sell	933,940 -18,295	-2%	-$1.06M	0.76%	38
2021 Q2	$45.4M	Buy	952,235 +33,700	+4%	+$1.44M	0.63%	41
2021 Q1	$33.9M	Buy	918,535 +122,100	+15%	+$3.99M	0.53%	48
2020 Q4	$23.7M	Buy	+796,435	New	+$20.1M	0.39%	55